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

Financial Network 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 		$212K Hold
1,750
– – 0.07% 107
2025
Q4 		$225K Hold
1,750
– – 0.07% 106
2025
Q3 		$225K Buy
+1,750
New +$212K 0.07% 106
2025
Q1 		$179K Buy
+1,750
New +$191K 0.06% 123

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

Financial Network Wealth Management's DSI Position: Q1 2026 in Review

Financial Network Wealth Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 1,750 shares worth $212K. The position accounts for 0.07% of the portfolio, ranked #107.

Financial Network Wealth Management first reported a position in DSI in Q1 2025 and has held it in 4 quarters since. The position peaked at $225K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Financial Network Wealth Management held 1,750 shares of iShares MSCI KLD 400 Social ETF worth $212K as of Q1 2026.
  • Financial Network Wealth Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.07% of Financial Network Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Financial Network Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2025 and has held it in 4 quarters since.
  • Financial Network Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $225K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.