YANKCOM Partnership’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

YANKCOM Partnership’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	$456K	Hold	3,203	–	–	0.16%	100
2026 Q1	$388K	Hold	3,203	–	–	0.16%	106
2025 Q4	$413K	Hold	3,203	–	–	0.18%	102
2025 Q3	$403K	Hold	3,203	–	–	0.18%	104
2025 Q2	$372K	Hold	3,203	–	–	0.18%	108
2025 Q1	$328K	Sell	3,203 -1,780	-36%	-$194K	0.18%	114
2024 Q4	$549K	Buy	+4,983	New	+$557K	0.29%	85

Other funds holding DSI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NAMM

NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

YANKCOM Partnership's DSI Position: Q2 2026 in Review

YANKCOM Partnership held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 3,203 shares worth $456K. The position accounts for 0.16% of the portfolio, ranked #100.

YANKCOM Partnership first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $549K in Q4 2024. 395 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

YANKCOM Partnership held 3,203 shares of iShares MSCI KLD 400 Social ETF worth $456K as of Q2 2026.
YANKCOM Partnership left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.16% of YANKCOM Partnership's portfolio in Q2 2026, its #100 holding.
YANKCOM Partnership first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
YANKCOM Partnership's iShares MSCI KLD 400 Social ETF position peaked at $549K in Q4 2024.
395 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.