1900 Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

1900 Wealth Management’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	$226K	Buy	+1,584	New	+$217K	0.01%	293
2026 Q1	–	Sell	-1,663	Closed	-$214K	–	257
2025 Q4	$214K	Hold	1,663	–	–	0.01%	234
2025 Q3	$209K	Buy	+1,663	New	+$201K	0.01%	227
2023 Q2	–	Sell	-12,910	Closed	-$938K	–	243
2023 Q1	$938K	Sell	12,910 -108	-0.8%	-$8.16K	0.1%	122
2022 Q4	$935K	Buy	13,018 +16	+0.1%	+$1.15K	0.1%	123
2022 Q3	$870K	Hold	13,002	–	–	0.1%	120
2022 Q2	$935K	Sell	13,002 -4,984	-28%	-$388K	0.1%	121
2022 Q1	$1.56M	Sell	17,986 -145	-0.8%	-$12.4K	0.15%	98
2021 Q4	$1.69M	Hold	18,131	–	–	0.15%	98
2021 Q3	$1.51M	Hold	18,131	–	–	0.15%	98
2021 Q2	$1.5M	Sell	18,131 -139	-0.8%	-$11.2K	0.14%	96
2021 Q1	$1.4M	Sell	18,270 -137	-0.7%	-$10.1K	0.11%	86
2020 Q4	$1.32M	Buy	+18,407	New	+$1.25M	0.15%	80

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

1900 Wealth Management's DSI Position: Q2 2026 in Review

1900 Wealth Management opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 1,584 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: 1900 Wealth Management previously reported a position in DSI as recently as Q4 2025.

1900 Wealth Management first reported a position in DSI in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.69M in Q4 2021. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

1900 Wealth Management held 1,584 shares of iShares MSCI KLD 400 Social ETF worth $226K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new 1900 Wealth Management position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.01% of 1900 Wealth Management's portfolio in Q2 2026, its #293 holding.
1900 Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 13 quarters since.
1900 Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $1.69M in Q4 2021.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.