Cherry Tree Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Cherry Tree 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	$11.6K	Hold	96	–	–	﹤0.01%	403
2025 Q4	$12.4K	Hold	96	–	–	﹤0.01%	399
2025 Q3	$12.1K	Hold	96	–	–	﹤0.01%	388
2025 Q2	$11.2K	Hold	96	–	–	﹤0.01%	398
2025 Q1	$9.83K	Sell	96 -938	-91%	-$102K	﹤0.01%	424
2024 Q4	$114K	Sell	1,034 -316	-23%	-$35.3K	0.03%	197
2024 Q3	$147K	Hold	1,350	–	–	0.03%	181
2024 Q2	$140K	Hold	1,350	–	–	0.04%	176
2024 Q1	$136K	Hold	1,350	–	–	0.03%	180
2023 Q4	$123K	Buy	1,350 +26	+2%	+$2.21K	0.03%	181
2023 Q3	$108K	Hold	1,324	–	–	0.03%	180
2023 Q2	$111K	Buy	+1,324	New	+$105K	0.03%	182

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Cherry Tree Wealth Management's DSI Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 96 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Cherry Tree Wealth Management first reported a position in DSI in Q2 2023 and has held it in 12 quarters since. The position peaked at $147K in Q3 2024. 594 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Cherry Tree Wealth Management held 96 shares of iShares MSCI KLD 400 Social ETF worth $11.6K as of Q1 2026.
Cherry Tree Wealth Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #403 holding.
Cherry Tree Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $147K in Q3 2024.
594 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.