Emergent Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Emergent Wealth Advisors’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
2025 Q1	–	Sell	-2,066	Closed	-$228K	–	112
2024 Q4	$228K	Sell	2,066 -24	-1%	-$2.68K	0.17%	99
2024 Q3	$227K	Buy	2,090 +8	+0.4%	+$839	0.17%	95
2024 Q2	$216K	Sell	2,082 -4	-0.2%	-$400	0.17%	95
2024 Q1	$210K	Sell	2,086 -537	-20%	-$51.4K	0.18%	95
2023 Q4	$239K	Buy	+2,623	New	+$223K	0.22%	91

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Emergent Wealth Advisors's DSI Position: Q1 2025 in Review

Emergent Wealth Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2025, closing a stake of 2,066 shares — an estimated $228K sold.

Emergent Wealth Advisors first reported a position in DSI in Q4 2023 and held it in 5 quarters. The position peaked at $239K in Q4 2023. 546 funds tracked by Wall St. Rank hold DSI as of Q1 2025.

Emergent Wealth Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2025 after selling out during the quarter.
Emergent Wealth Advisors sold 2,066 iShares MSCI KLD 400 Social ETF shares in Q1 2025, an estimated $228K.
Emergent Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and held it in 5 quarters.
Emergent Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $239K in Q4 2023.
546 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2025.

Based on Emergent Wealth Advisors's 13F filing for Q1 2025, filed 31 Oct 2025.