GC Wealth Management RIA’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

GC Wealth Management RIA’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	$363K	Sell	2,548 -167	-6%	-$22.9K	0.02%	383
2026 Q1	$329K	Buy	2,715 +307	+13%	+$39.3K	0.01%	419
2025 Q4	$310K	Buy	+2,408	New	+$308K	0.01%	444

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

GC Wealth Management RIA's DSI Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 6.2% in Q2 2026, selling an estimated $22.9K and leaving 2,548 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #383.

GC Wealth Management RIA first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

GC Wealth Management RIA held 2,548 shares of iShares MSCI KLD 400 Social ETF worth $363K as of Q2 2026.
GC Wealth Management RIA sold 167 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $22.9K.
iShares MSCI KLD 400 Social ETF made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #383 holding.
GC Wealth Management RIA first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.