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

Gateway 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	$1.03M	Sell	7,228 -7,234	-50%	-$991K	0.06%	297
2026 Q1	$1.75M	Buy	14,462 +9,525	+193%	+$1.22M	0.07%	272
2025 Q4	$636K	Buy	4,937 +449	+10%	+$57.4K	0.07%	246
2025 Q3	$565K	Buy	4,488 +1,896	+73%	+$229K	0.08%	231
2025 Q2	$301K	Buy	2,592 +34	+1%	+$3.62K	0.06%	277
2025 Q1	$262K	Buy	2,558 +332	+15%	+$36.2K	0.06%	267
2024 Q4	$245K	Sell	2,226 -443	-17%	-$49.5K	0.06%	258
2024 Q3	$290K	Sell	2,669 -277	-9%	-$29K	0.08%	217
2024 Q2	$306K	Buy	2,946 +296	+11%	+$29.6K	0.09%	200
2024 Q1	$267K	Sell	2,650 -197	-7%	-$18.8K	0.1%	188
2023 Q4	$259K	Buy	2,847 +359	+14%	+$30.5K	0.1%	174
2023 Q3	$203K	Buy	+2,488	New	+$211K	0.04%	254

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Gateway Wealth Partners reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 50% in Q2 2026, selling an estimated $991K and leaving 7,228 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #297.

Gateway Wealth Partners first reported a position in DSI in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.75M in Q1 2026. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Gateway Wealth Partners held 7,228 shares of iShares MSCI KLD 400 Social ETF worth $1.03M as of Q2 2026.
Gateway Wealth Partners sold 7,234 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $991K.
iShares MSCI KLD 400 Social ETF made up 0.06% of Gateway Wealth Partners's portfolio in Q2 2026, its #297 holding.
Gateway Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2023 and has held it in 12 quarters since.
Gateway Wealth Partners's iShares MSCI KLD 400 Social ETF position peaked at $1.75M in Q1 2026.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.