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

FAS Wealth Partners’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
Q2 		$80.7K Buy
566
+15
+3% +$2.06K ﹤0.01% 391
2026
Q1 		$66.8K Sell
551
-13
-2% -$1.66K ﹤0.01% 382
2025
Q4 		$72.7K Buy
564
+20
+4% +$2.56K ﹤0.01% 382
2025
Q3 		$68.6K Buy
544
+1
+0.2% +$121 ﹤0.01% 363
2025
Q2 		$63.1K Buy
543
+1
+0.2% +$106 ﹤0.01% 358
2025
Q1 		$55.5K Sell
542
-11
-2% -$1.2K ﹤0.01% 337
2024
Q4 		$61K Buy
553
+3
+0.5% +$335 0.01% 336
2024
Q3 		$59.8K Buy
550
+2
+0.4% +$210 ﹤0.01% 346
2024
Q2 		$56.9K Sell
548
-1
-0.2% -$100 ﹤0.01% 334
2024
Q1 		$55.3K Buy
549
+99
+22% +$9.47K ﹤0.01% 342
2023
Q4 		$41K Buy
450
+80
+22% +$6.79K ﹤0.01% 345
2023
Q3 		$30.1K Hold
370
– – ﹤0.01% 355
2023
Q2 		$31.1K Sell
370
-646
-64% -$51.3K ﹤0.01% 332
2023
Q1 		$79.3K Sell
1,016
-18
-2% -$1.36K 0.01% 315
2022
Q4 		$74.2K Sell
1,034
-1,333
-56% -$95.8K 0.01% 311
2022
Q3 		$159K Sell
2,367
-53
-2% -$3.98K 0.02% 277
2022
Q2 		$174K Sell
2,420
-35
-1% -$2.73K 0.02% 276
2022
Q1 		$213K Buy
2,455
+12
+0.5% +$1.03K 0.02% 270
2021
Q4 		$227K Sell
2,443
-380
-13% -$34.3K 0.02% 272
2021
Q3 		$235K Buy
2,823
+1
+0% +$86 0.02% 265
2021
Q2 		$234K Buy
2,822
+876
+45% +$70.5K 0.02% 260
2021
Q1 		$149K Buy
1,946
+47
+2% +$3.48K 0.02% 264
2020
Q4 		$136K Buy
1,899
+7
+0.4% +$474 0.02% 257
2020
Q3 		$121K Buy
1,892
+10
+0.5% +$631 0.02% 242
2020
Q2 		$111K Sell
1,882
-120
-6% -$6.67K 0.02% 235
2020
Q1 		$97K Hold
2,002
– – 0.02% 222
2019
Q4 		$120K Buy
+2,002
New +$115K 0.02% 203

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

FAS Wealth Partners's DSI Position: Q2 2026 in Review

FAS Wealth Partners increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.7% in Q2 2026, buying an estimated $2.06K and bringing the position to 566 shares worth $80.7K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

FAS Wealth Partners first reported a position in DSI in Q4 2019 and has held it in 27 quarters since. The position peaked at $235K in Q3 2021. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • FAS Wealth Partners held 566 shares of iShares MSCI KLD 400 Social ETF worth $80.7K as of Q2 2026.
  • FAS Wealth Partners bought 15 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $2.06K.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #391 holding.
  • FAS Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and has held it in 27 quarters since.
  • FAS Wealth Partners's iShares MSCI KLD 400 Social ETF position peaked at $235K in Q3 2021.
  • 636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.