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 Q2	$409K	Hold	2,871	–	–	0.19%	45
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 $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Bradley & Co Private Wealth Management's DSI Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 2,871 shares worth $409K. The position accounts for 0.19% of the portfolio, ranked #45.

Bradley & Co Private Wealth Management first reported a position in DSI in Q1 2021 and has held it in 21 quarters since. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Bradley & Co Private Wealth Management held 2,871 shares of iShares MSCI KLD 400 Social ETF worth $409K as of Q2 2026.
Bradley & Co Private Wealth Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.19% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #45 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 21 quarters since.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.