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World Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

World Investment Advisors’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Sell
8,678
-4
-0% -$548 0.02% 685
2026
Q1 		$1.05M Sell
8,682
-802
-8% -$103K 0.02% 695
2025
Q4 		$1.22M Buy
9,484
+829
+10% +$106K 0.02% 618
2025
Q3 		$1.09M Sell
8,655
-188
-2% -$22.7K 0.02% 540
2025
Q2 		$1.03M Sell
8,843
-327
-4% -$34.8K 0.02% 516
2025
Q1 		$939K Buy
9,170
+740
+9% +$80.7K 0.02% 531
2024
Q4 		$929K Sell
8,430
-318
-4% -$35.5K 0.03% 491
2024
Q3 		$952K Sell
8,748
-1,232
-12% -$129K 0.03% 442
2024
Q2 		$1.04M Buy
9,980
+159
+2% +$15.9K 0.06% 266
2024
Q1 		$990K Sell
9,821
-362
-4% -$34.6K 0.14% 139
2023
Q4 		$927K Buy
10,183
+1,592
+19% +$135K 0.12% 150
2023
Q3 		$702K Sell
8,591
-162
-2% -$13.7K 0.14% 117
2023
Q2 		$737K Sell
8,753
-590
-6% -$46.9K 0.14% 109
2023
Q1 		$729K Buy
9,343
+2,636
+39% +$199K 0.15% 104
2022
Q4 		$482K Buy
6,707
+1,043
+18% +$75K 0.11% 130
2022
Q3 		$379K Buy
5,664
+1,388
+32% +$104K 0.09% 159
2022
Q2 		$337K Buy
+4,276
New +$333K 0.07% 184

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

World Investment Advisors's DSI Position: Q2 2026 in Review

World Investment Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.05% in Q2 2026, selling an estimated $548 and leaving 8,678 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #685.

World Investment Advisors first reported a position in DSI in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.22M in Q4 2025. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • World Investment Advisors held 8,678 shares of iShares MSCI KLD 400 Social ETF worth $1.06M as of Q2 2026.
  • World Investment Advisors sold 4 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $548.
  • iShares MSCI KLD 400 Social ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #685 holding.
  • World Investment Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2022 and has held it in 17 quarters since.
  • World Investment Advisors's iShares MSCI KLD 400 Social ETF position peaked at $1.22M in Q4 2025.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.