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

Evoke Wealth’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	$243K	Hold	2,005	–	–	﹤0.01%	603
2025 Q4	$258K	Hold	2,005	–	–	﹤0.01%	562
2025 Q3	$253K	Hold	2,005	–	–	0.01%	545
2025 Q2	$233K	Hold	2,005	–	–	0.01%	524
2025 Q1	$205K	Hold	2,005	–	–	0.01%	420
2024 Q4	$221K	Hold	2,005	–	–	0.01%	399
2024 Q3	$218K	Hold	2,005	–	–	0.01%	382
2024 Q2	$208K	Hold	2,005	–	–	0.25%	82
2024 Q1	$202K	Buy	+2,005	New	+$192K	0.01%	384
2023 Q4	–	Sell	-2,610	Closed	-$213K	–	166
2023 Q3	$213K	Buy	+2,610	New	+$221K	0.01%	346

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

Evoke Wealth's DSI Position: Q1 2026 in Review

Evoke Wealth held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 2,005 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Evoke Wealth first reported a position in DSI in Q3 2023 and has held it in 10 quarters since. The position peaked at $258K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Evoke Wealth held 2,005 shares of iShares MSCI KLD 400 Social ETF worth $243K as of Q1 2026.
Evoke Wealth left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #603 holding.
Evoke Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2023 and has held it in 10 quarters since.
Evoke Wealth's iShares MSCI KLD 400 Social ETF position peaked at $258K in Q4 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

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