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

Basepoint 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	$251K	Buy	1,765 +1	+0.1%	+$137	0.14%	91
2026 Q1	$214K	Buy	1,764 +1	+0.1%	+$128	0.12%	101
2025 Q4	$227K	Buy	1,763 +1	+0.1%	+$128	0.14%	90
2025 Q3	$222K	Buy	1,762 +1	+0.1%	+$121	0.16%	96
2025 Q2	$205K	Buy	+1,761	New	+$188K	0.16%	98

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

Basepoint Wealth's DSI Position: Q2 2026 in Review

Basepoint Wealth increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.06% in Q2 2026, buying an estimated $137 and bringing the position to 1,765 shares worth $251K. The position accounts for 0.14% of the portfolio, ranked #91.

Basepoint Wealth first reported a position in DSI in Q2 2025 and has held it in 5 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Basepoint Wealth held 1,765 shares of iShares MSCI KLD 400 Social ETF worth $251K as of Q2 2026.
Basepoint Wealth bought 1 iShares MSCI KLD 400 Social ETF share in Q2 2026, an estimated $137.
iShares MSCI KLD 400 Social ETF made up 0.14% of Basepoint Wealth's portfolio in Q2 2026, its #91 holding.
Basepoint Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2025 and has held it in 5 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.