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

Curtis 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	$219K	Buy	+1,538	New	+$211K	0.19%	54
2026 Q1	–	Sell	-1,841	Closed	-$242K	–	51
2025 Q4	$242K	Buy	+1,841	New	+$235K	0.21%	50

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

Curtis Wealth Management's DSI Position: Q2 2026 in Review

Curtis Wealth Management opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 1,538 shares worth $219K. The stake represents 0.19% of the portfolio and ranks #54 among its holdings. This is a return to the name: Curtis Wealth Management previously reported a position in DSI as recently as Q4 2025.

Curtis Wealth Management first reported a position in DSI in Q4 2025 and has held it in 2 quarters since. The position peaked at $242K in Q4 2025. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Curtis Wealth Management held 1,538 shares of iShares MSCI KLD 400 Social ETF worth $219K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new Curtis Wealth Management position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.19% of Curtis Wealth Management's portfolio in Q2 2026, its #54 holding.
Curtis Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 2 quarters since.
Curtis Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $242K in Q4 2025.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Curtis Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.