Ashton Thomas Private Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Ashton Thomas Private Wealth’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	$1.73M	Buy	12,149 +3,042	+33%	+$417K	0.04%	416
2026 Q1	$1.1M	Buy	9,107 +312	+4%	+$39.9K	0.03%	509
2025 Q4	$1.13M	Sell	8,795 -62	-0.7%	-$7.92K	0.03%	460
2025 Q3	$1.12M	Buy	8,857 +2,380	+37%	+$288K	0.03%	440
2025 Q2	$752K	Buy	+6,477	New	+$690K	0.03%	481
2024 Q3	–	Sell	-88	Closed	-$9.14K	–	941
2024 Q2	$9.14K	Buy	+88	New	+$8.8K	﹤0.01%	1359

Other funds holding DSI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Ashton Thomas Private Wealth's DSI Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 33% in Q2 2026, buying an estimated $417K and bringing the position to 12,149 shares worth $1.73M. The position accounts for 0.04% of the portfolio, ranked #416.

Ashton Thomas Private Wealth first reported a position in DSI in Q2 2024 and has held it in 6 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Ashton Thomas Private Wealth held 12,149 shares of iShares MSCI KLD 400 Social ETF worth $1.73M as of Q2 2026.
Ashton Thomas Private Wealth bought 3,042 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $417K.
iShares MSCI KLD 400 Social ETF made up 0.04% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #416 holding.
Ashton Thomas Private Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 6 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.