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

Diversify 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	$978K	Buy	7,266 +1,806	+33%	+$231K	0.02%	606
2025 Q4	$717K	Buy	+5,460	New	+$697K	0.03%	372

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

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

Diversify Wealth Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 33% in Q1 2026, buying an estimated $231K and bringing the position to 7,266 shares worth $978K. The position accounts for 0.02% of the portfolio, ranked #606.

Diversify Wealth Management first reported a position in DSI in Q4 2025 and has held it in 2 quarters since. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Diversify Wealth Management held 7,266 shares of iShares MSCI KLD 400 Social ETF worth $978K as of Q1 2026.
Diversify Wealth Management bought 1,806 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $231K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #606 holding.
Diversify Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 2 quarters since.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.