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Darden Wealth Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Darden Wealth Group’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 		$231K Hold
1,907
– – 0.12% 133
2025
Q4 		$246K Hold
1,907
– – 0.12% 125
2025
Q3 		$240K Hold
1,907
– – 0.13% 120
2025
Q2 		$222K Buy
+1,907
New +$203K 0.13% 115
2025
Q1 		– Sell
-1,907
Closed -$210K – 102
2024
Q4 		$210K Hold
1,907
– – 0.14% 104
2024
Q3 		$208K Buy
+1,907
New +$200K 0.15% 104

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Darden Wealth Group's DSI Position: Q1 2026 in Review

Darden Wealth Group held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 1,907 shares worth $231K. The position accounts for 0.12% of the portfolio, ranked #133.

Darden Wealth Group first reported a position in DSI in Q3 2024 and has held it in 6 quarters since. The position peaked at $246K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Darden Wealth Group held 1,907 shares of iShares MSCI KLD 400 Social ETF worth $231K as of Q1 2026.
  • Darden Wealth Group left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.12% of Darden Wealth Group's portfolio in Q1 2026, its #133 holding.
  • Darden Wealth Group first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2024 and has held it in 6 quarters since.
  • Darden Wealth Group's iShares MSCI KLD 400 Social ETF position peaked at $246K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.