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

Destination 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 		$706K Sell
5,822
-43
-0.7% -$5.5K 0.02% 177
2025
Q4 		$756K Sell
5,865
-1,110
-16% -$142K 0.02% 156
2025
Q3 		$879K Sell
6,975
-2,659
-28% -$322K 0.02% 140
2025
Q2 		$1.12M Buy
9,634
+543
+6% +$57.8K 0.03% 136
2025
Q1 		$931K Buy
9,091
+264
+3% +$28.8K 0.03% 134
2024
Q4 		$973K Sell
8,827
-362
-4% -$40.4K 0.03% 129
2024
Q3 		$1,000K Sell
9,189
-65
-0.7% -$6.82K 0.03% 125
2024
Q2 		$961K Buy
9,254
+116
+1% +$11.6K 0.03% 122
2024
Q1 		$921K Sell
9,138
-96
-1% -$9.18K 0.03% 124
2023
Q4 		$841K Sell
9,234
-652
-7% -$55.3K 0.03% 127
2023
Q3 		$805K Sell
9,886
-71
-0.7% -$6.02K 0.03% 126
2023
Q2 		$838K Sell
9,957
-323
-3% -$25.7K 0.03% 127
2023
Q1 		$802K Buy
10,280
+474
+5% +$35.8K 0.03% 123
2022
Q4 		$704K Buy
9,806
+659
+7% +$47.4K 0.03% 127
2022
Q3 		$613K Buy
9,147
+384
+4% +$28.8K 0.03% 129
2022
Q2 		$630K Buy
8,763
+65
+0.7% +$5.06K 0.03% 131
2022
Q1 		$753K Sell
8,698
-76
-0.9% -$6.52K 0.03% 123
2021
Q4 		$815K Sell
8,774
-89
-1% -$8.02K 0.03% 123
2021
Q3 		$737K Sell
8,863
-950
-10% -$81.2K 0.03% 116
2021
Q2 		$813K Sell
9,813
-51
-0.5% -$4.1K 0.03% 112
2021
Q1 		$753K Buy
9,864
+274
+3% +$20.3K 0.03% 115
2020
Q4 		$686K Sell
9,590
-358
-4% -$24.3K 0.03% 114
2020
Q3 		$636K Sell
9,948
-840
-8% -$53K 0.03% 107
2020
Q2 		$637K Sell
10,788
-25,634
-70% -$1.42M 0.03% 104
2020
Q1 		$1.77M Sell
36,422
-22,234
-38% -$1.28M 0.11% 84
2019
Q4 		$3.52M Buy
58,656
+3,992
+7% +$229K 0.18% 72
2019
Q3 		$3.03M Buy
54,664
+3,182
+6% +$176K 0.16% 72
2019
Q2 		$2.81M Buy
51,482
+608
+1% +$32.7K 0.16% 75
2019
Q1 		$2.68M Buy
50,874
+3,602
+8% +$183K 0.15% 76
2018
Q4 		$2.2M Buy
47,272
+7,498
+19% +$371K 0.13% 81
2018
Q3 		$2.12M Buy
39,774
+3,740
+10% +$197K 0.12% 86
2018
Q2 		$1.82M Buy
36,034
+24,968
+226% +$1.25M 0.11% 86
2018
Q1 		$243K Sell
11,066
-20,760
-65% -$1.05M 0.01% 136
2017
Q4 		$1.56M Buy
31,826
+1,878
+6% +$90.1K 0.09% 87
2017
Q3 		$1.39M Buy
29,948
+4,316
+17% +$196K 0.09% 88
2017
Q2 		$1.15M Buy
25,632
+3,130
+14% +$138K 0.08% 91
2017
Q1 		$976K Buy
22,502
+3,226
+17% +$138K 0.07% 92
2016
Q4 		$794K Buy
19,276
+2,964
+18% +$120K 0.06% 93
2016
Q3 		$657K Sell
16,312
-710
-4% -$28.5K 0.05% 95
2016
Q2 		$658K Buy
17,022
+11,590
+213% +$446K 0.05% 94
2016
Q1 		$206K Hold
5,432
– – 0.02% 124
2015
Q4 		$206K Buy
+5,432
New +$207K 0.02% 124

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

Destination Wealth Management's DSI Position: Q1 2026 in Review

Destination Wealth Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.73% in Q1 2026, selling an estimated $5.5K and leaving 5,822 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #177.

Destination Wealth Management first reported a position in DSI in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.52M in Q4 2019. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Destination Wealth Management held 5,822 shares of iShares MSCI KLD 400 Social ETF worth $706K as of Q1 2026.
  • Destination Wealth Management sold 43 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $5.5K.
  • iShares MSCI KLD 400 Social ETF made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #177 holding.
  • Destination Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2015 and has held it in 42 quarters since.
  • Destination Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $3.52M in Q4 2019.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.