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

BIP 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 Q1	$335K	Sell	2,765 -4,300	-61%	-$550K	0.01%	351
2025 Q4	$910K	Hold	7,065	–	–	0.03%	224
2025 Q3	$890K	Hold	7,065	–	–	0.04%	133
2025 Q2	$821K	Hold	7,065	–	–	0.05%	116
2025 Q1	$724K	Sell	7,065 -40	-0.6%	-$4.36K	0.05%	122
2024 Q4	$783K	Hold	7,105	–	–	0.05%	118
2024 Q3	$773K	Buy	7,105 +4,350	+158%	+$456K	0.05%	105
2024 Q2	$286K	Sell	2,755 -4,350	-61%	-$435K	0.02%	155
2024 Q1	$716K	Buy	7,105 +2,755	+63%	+$264K	0.05%	106
2023 Q4	$396K	Buy	+4,350	New	+$369K	0.03%	131
2023 Q3	–	Sell	-4,490	Closed	-$378K	–	189
2023 Q2	$378K	Buy	4,490 +50	+1%	+$3.97K	0.03%	122
2023 Q1	$346K	Buy	+4,440	New	+$335K	0.04%	134

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

BIP Wealth's DSI Position: Q1 2026 in Review

BIP Wealth reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 61% in Q1 2026, selling an estimated $550K and leaving 2,765 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #351.

BIP Wealth first reported a position in DSI in Q1 2023 and has held it in 12 quarters since. The position peaked at $910K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

BIP Wealth held 2,765 shares of iShares MSCI KLD 400 Social ETF worth $335K as of Q1 2026.
BIP Wealth sold 4,300 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $550K.
iShares MSCI KLD 400 Social ETF made up 0.01% of BIP Wealth's portfolio in Q1 2026, its #351 holding.
BIP Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2023 and has held it in 12 quarters since.
BIP Wealth's iShares MSCI KLD 400 Social ETF position peaked at $910K in Q4 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.