Cypress Wealth Services
DSI icon

Cypress Wealth Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Cypress Wealth Services’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
Q3 		$446K Buy
2,969
+57
+2% +$8.23K 0.05% 261
2026
Q2 		$415K Hold
2,912
– – 0.05% 271
2026
Q1 		$353K Buy
2,912
+327
+13% +$41.8K 0.05% 275
2025
Q4 		$333K Sell
2,585
-52
-2% -$6.64K 0.05% 273
2025
Q3 		$332K Buy
2,637
+59
+2% +$7.13K 0.05% 231
2025
Q2 		$299K Buy
+2,578
New +$275K 0.05% 232

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM

Cypress Wealth Services's DSI Position: Q3 2026 in Review

Cypress Wealth Services increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 2% in Q3 2026, buying an estimated $8.23K and bringing the position to 2,969 shares worth $446K. The position accounts for 0.05% of the portfolio, ranked #261.

Cypress Wealth Services first reported a position in DSI in Q2 2025 and has held it in 6 quarters since. 571 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Cypress Wealth Services held 2,969 shares of iShares MSCI KLD 400 Social ETF worth $446K as of Q3 2026.
  • Cypress Wealth Services bought 57 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $8.23K.
  • iShares MSCI KLD 400 Social ETF made up 0.05% of Cypress Wealth Services's portfolio in Q3 2026, its #261 holding.
  • Cypress Wealth Services first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2025 and has held it in 6 quarters since.
  • 571 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.