Bradley & Co Private Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bradley & Co Private 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 Q1	$348K	Hold	2,871	–	–	0.18%	48
2025 Q4	$370K	Hold	2,871	–	–	0.2%	40
2025 Q3	$362K	Sell	2,871 -10	-0.3%	-$1.21K	0.2%	34
2025 Q2	$335K	Hold	2,881	–	–	0.2%	34
2025 Q1	$295K	Sell	2,881 -28	-1%	-$3.06K	0.2%	34
2024 Q4	$321K	Buy	+2,909	New	+$325K	0.2%	32
2024 Q2	$277K	Buy	2,664 +2,158	+426%	+$216K	0.2%	31
2024 Q1	$51K	Hold	506	–	–	0.04%	67
2023 Q4	$46.1K	Hold	506	–	–	0.04%	64
2023 Q3	$41.2K	Hold	506	–	–	0.04%	67
2023 Q2	$42.6K	Hold	506	–	–	0.04%	63
2023 Q1	$39.5K	Hold	506	–	–	0.04%	67
2022 Q4	$36.3K	Hold	506	–	–	0.04%	71
2022 Q3	$34K	Hold	506	–	–	0.04%	82
2022 Q2	$36K	Hold	506	–	–	0.04%	94
2022 Q1	$44K	Hold	506	–	–	0.04%	88
2021 Q4	$47K	Hold	506	–	–	0.04%	89
2021 Q3	$42K	Hold	506	–	–	0.04%	94
2021 Q2	$42K	Hold	506	–	–	0.04%	102
2021 Q1	$39K	Buy	+506	New	+$37.5K	0.04%	104

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

Bradley & Co Private Wealth Management's DSI Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 2,871 shares worth $348K. The position accounts for 0.18% of the portfolio, ranked #48.

Bradley & Co Private Wealth Management first reported a position in DSI in Q1 2021 and has held it in 20 quarters since. The position peaked at $370K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Bradley & Co Private Wealth Management held 2,871 shares of iShares MSCI KLD 400 Social ETF worth $348K as of Q1 2026.
Bradley & Co Private Wealth Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
iShares MSCI KLD 400 Social ETF made up 0.18% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #48 holding.
Bradley & Co Private Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $370K in Q4 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.