ZF
DSI icon

Zhang Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Zhang Financial’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
2025
Q2 		– Sell
-7,054
Closed -$722K – 295
2025
Q1 		$722K Hold
7,054
– – 0.04% 186
2024
Q4 		$778K Hold
7,054
– – 0.04% 174
2024
Q3 		$767K Buy
+7,054
New +$740K 0.05% 169

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 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Zhang Financial's DSI Position: Q2 2025 in Review

Zhang Financial sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2025, closing a stake of 7,054 shares — an estimated $722K sold.

Zhang Financial first reported a position in DSI in Q3 2024 and held it in 3 quarters. The position peaked at $778K in Q4 2024. 561 funds tracked by Wall St. Rank hold DSI as of Q2 2025.

  • Zhang Financial reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2025 after selling out during the quarter.
  • Zhang Financial sold 7,054 iShares MSCI KLD 400 Social ETF shares in Q2 2025, an estimated $722K.
  • Zhang Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2024 and held it in 3 quarters.
  • Zhang Financial's iShares MSCI KLD 400 Social ETF position peaked at $778K in Q4 2024.
  • 561 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2025.

Based on Zhang Financial's 13F filing for Q2 2025, filed 1 Aug 2025.