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

Buck Wealth Strategies’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 		$37.7K Buy
+265
New +$36.3K ﹤0.01% 384
2024
Q2 		– Sell
-3,821
Closed -$385K – 82
2024
Q1 		$385K Buy
+3,821
New +$365K 0.13% 64
2023
Q4 		– Sell
-39
Closed -$3.17K – 135
2023
Q3 		$3.17K Buy
+39
New +$3.31K ﹤0.01% 271

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Buck Wealth Strategies's DSI Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 265 shares worth $37.7K. The stake represents ﹤0.01% of the portfolio and ranks #384 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in DSI as recently as Q1 2024.

Buck Wealth Strategies first reported a position in DSI in Q3 2023 and has held it in 3 quarters since. The position peaked at $385K in Q1 2024. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Buck Wealth Strategies held 265 shares of iShares MSCI KLD 400 Social ETF worth $37.7K as of Q2 2026.
  • iShares MSCI KLD 400 Social ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #384 holding.
  • Buck Wealth Strategies first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2023 and has held it in 3 quarters since.
  • Buck Wealth Strategies's iShares MSCI KLD 400 Social ETF position peaked at $385K in Q1 2024.
  • 638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.