Your Advocates Ltd’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Your Advocates Ltd’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	$199	Hold	1	–	–	﹤0.01%	204
2026 Q1	$122	Hold	1	–	–	﹤0.01%	219
2025 Q4	$129	Buy	+1	New	+$128	﹤0.01%	222

Other funds holding DSI

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Your Advocates Ltd's DSI Position: Q2 2026 in Review

Your Advocates Ltd held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 1 share worth $199. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Your Advocates Ltd first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. 414 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Your Advocates Ltd held 1 share of iShares MSCI KLD 400 Social ETF worth $199 as of Q2 2026.
Your Advocates Ltd left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Your Advocates Ltd's portfolio in Q2 2026, its #204 holding.
Your Advocates Ltd first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
414 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.