BSWM
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Boston Standard Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Boston Standard 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 		$1.61M Buy
11,312
+22
+0.2% +$3.02K 0.23% 26
2026
Q1 		$1.38M Buy
11,290
+29
+0.3% +$3.71K 0.23% 26
2025
Q4 		$1.45M Buy
11,261
+31
+0.3% +$3.96K 0.24% 24
2025
Q3 		$1.42M Buy
11,230
+26
+0.2% +$3.14K 0.24% 25
2025
Q2 		$1.3M Sell
11,204
-3,647
-25% -$388K 0.23% 24
2025
Q1 		$1.54M Sell
14,851
-386
-3% -$42.1K 0.34% 23
2024
Q4 		$1.68M Buy
15,237
+45
+0.3% +$5.03K 0.33% 24
2024
Q3 		$1.65M Buy
15,192
+341
+2% +$35.8K 0.32% 24
2024
Q2 		$1.54M Buy
14,851
+204
+1% +$20.4K 0.34% 23
2024
Q1 		$1.48M Buy
14,647
+1,461
+11% +$140K 0.33% 25
2023
Q4 		$1.07M Hold
13,186
– – 0.28% 26
2023
Q3 		$1.07M Buy
13,186
+351
+3% +$29.8K 0.28% 26
2023
Q2 		$1.08M Buy
12,835
+150
+1% +$11.9K 0.28% 26
2023
Q1 		$989K Buy
12,685
+641
+5% +$48.4K 0.28% 23
2022
Q4 		$865K Buy
12,044
+676
+6% +$48.6K 0.26% 23
2022
Q3 		$761K Buy
11,368
+695
+7% +$52.2K 0.26% 24
2022
Q2 		$773K Buy
10,673
+425
+4% +$33.1K 0.25% 24
2022
Q1 		$888K Buy
10,248
+188
+2% +$16.1K 0.25% 25
2021
Q4 		$935K Buy
10,060
+30
+0.3% +$2.71K 0.26% 24
2021
Q3 		$835K Buy
10,030
+333
+3% +$28.5K 0.25% 24
2021
Q2 		$803K Buy
9,697
+406
+4% +$32.7K 0.24% 23
2021
Q1 		$706K Hold
9,291
– – 0.23% 23
2020
Q4 		$665K Buy
9,291
+29
+0.3% +$1.97K 0.25% 23
2020
Q3 		$593K Buy
9,262
+32
+0.3% +$2.02K 0.25% 23
2020
Q2 		$545K Buy
9,230
+26
+0.3% +$1.45K 0.25% 23
2020
Q1 		$429K Sell
9,204
-232
-2% -$13.3K 0.23% 24
2019
Q4 		$567K Buy
9,436
+70
+0.7% +$4.02K 0.25% 24
2019
Q3 		$519K Hold
9,366
– – 0.25% 21
2019
Q2 		$518K Sell
9,366
-11,476
-55% -$617K 0.25% 22
2019
Q1 		$1.11M Sell
20,842
-14,628
-41% -$742K 0.58% 19
2018
Q4 		$1.65M Sell
35,470
-3,598
-9% -$178K 0.98% 14
2018
Q3 		$2.09M Buy
+39,068
New +$2.06M 1.14% 14
2018
Q1 		$1.84M Buy
37,578
+1,224
+3% +$61.8K 1.15% 17
2017
Q4 		$1.79M Sell
36,354
-1,200
-3% -$57.6K 1.14% 18
2017
Q3 		$1.74M Buy
37,554
+546
+1% +$24.8K 1.17% 12
2017
Q2 		$1.65M Buy
37,008
+4,042
+12% +$179K 1.15% 12
2017
Q1 		$1.43M Sell
32,966
-108
-0.3% -$4.62K 1.1% 13
2016
Q4 		$1.36M Buy
33,074
+5,524
+20% +$223K 1.08% 13
2016
Q3 		$1.11M Buy
27,550
+890
+3% +$35.7K 0.9% 14
2016
Q2 		$1.03M Buy
26,660
+648
+2% +$24.9K 0.9% 14
2016
Q1 		$999K Sell
26,012
-53,988
-67% -$1.95M 0.92% 17
2015
Q4 		$1.16M Buy
80,000
+53,612
+203% +$2.04M 1.14% 16
2015
Q3 		$919K Sell
26,388
-16
-0.1% -$600 0.92% 16
2015
Q2 		$1M Sell
26,404
-748
-3% -$29.1K 0.94% 17
2015
Q1 		$1.06M Sell
27,152
-1,422
-5% -$54.6K 0.99% 16
2014
Q4 		$1.07M Buy
+28,574
New +$1.07M 1.06% 18

Other funds holding DSI

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Boston Standard Wealth Management's DSI Position: Q2 2026 in Review

Boston Standard Wealth Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.19% in Q2 2026, buying an estimated $3.02K and bringing the position to 11,312 shares worth $1.61M. The position accounts for 0.23% of the portfolio, ranked #26.

Boston Standard Wealth Management first reported a position in DSI in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.09M in Q3 2018. 294 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Boston Standard Wealth Management held 11,312 shares of iShares MSCI KLD 400 Social ETF worth $1.61M as of Q2 2026.
  • Boston Standard Wealth Management bought 22 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $3.02K.
  • iShares MSCI KLD 400 Social ETF made up 0.23% of Boston Standard Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Boston Standard Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2014 and has held it in 46 quarters since.
  • Boston Standard Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $2.09M in Q3 2018.
  • 294 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.