Conscious Wealth Investments’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Conscious Wealth Investments’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	$211K	Buy	+1,498	New	+$205K	0.11%	67
2026 Q1	–	Sell	-21,202	Closed	-$2.69M	–	63
2025 Q4	$2.69M	Buy	21,202 +272	+1%	+$34.7K	1.61%	29
2025 Q3	$2.72M	Buy	20,930 +344	+2%	+$41.6K	1.61%	31
2025 Q2	$2.48M	Buy	20,586 +315	+2%	+$33.5K	1.59%	34
2025 Q1	$2.13M	Buy	20,271 +1,396	+7%	+$152K	1.48%	34
2024 Q4	$2.13M	Buy	18,875 +2,296	+14%	+$257K	1.44%	35
2024 Q3	$1.81M	Sell	16,579 -233	-1%	-$24.4K	1.25%	36
2024 Q2	$1.78M	Buy	16,812 +461	+3%	+$46.1K	1.28%	36
2024 Q1	$1.57M	Buy	16,351 +1,269	+8%	+$121K	1.2%	36
2023 Q4	$1.42M	Buy	+15,082	New	+$1.28M	1.13%	36

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

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

Conscious Wealth Investments's DSI Position: Q2 2026 in Review

Conscious Wealth Investments opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 1,498 shares worth $211K. The stake represents 0.11% of the portfolio and ranks #67 among its holdings. This is a return to the name: Conscious Wealth Investments previously reported a position in DSI as recently as Q4 2025.

Conscious Wealth Investments first reported a position in DSI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.72M in Q3 2025. 635 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Conscious Wealth Investments held 1,498 shares of iShares MSCI KLD 400 Social ETF worth $211K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new Conscious Wealth Investments position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.11% of Conscious Wealth Investments's portfolio in Q2 2026, its #67 holding.
Conscious Wealth Investments first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 10 quarters since.
Conscious Wealth Investments's iShares MSCI KLD 400 Social ETF position peaked at $2.72M in Q3 2025.
635 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.