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

Gen-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 Q1	$312K	Sell	2,574 -210	-8%	-$26.8K	0.1%	196
2025 Q4	$359K	Sell	2,784 -238	-8%	-$30.4K	0.12%	187
2025 Q3	$381K	Buy	3,022 +66	+2%	+$7.98K	0.13%	179
2025 Q2	$343K	Sell	2,956 -103	-3%	-$11K	0.13%	165
2025 Q1	$313K	Sell	3,059 -120	-4%	-$13.1K	0.13%	163
2024 Q4	$350K	Sell	3,179 -739	-19%	-$82.6K	0.15%	149
2024 Q3	$432K	Buy	3,918 +308	+9%	+$32.3K	0.19%	146
2024 Q2	$375K	Buy	3,610 +103	+3%	+$10.3K	0.18%	143
2024 Q1	$354K	Buy	+3,507	New	+$335K	0.18%	132

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

Gen-Wealth Partners's DSI Position: Q1 2026 in Review

Gen-Wealth Partners reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 7.5% in Q1 2026, selling an estimated $26.8K and leaving 2,574 shares worth $312K. The position accounts for 0.1% of the portfolio, ranked #196.

Gen-Wealth Partners first reported a position in DSI in Q1 2024 and has held it in 9 quarters since. The position peaked at $432K in Q3 2024. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Gen-Wealth Partners held 2,574 shares of iShares MSCI KLD 400 Social ETF worth $312K as of Q1 2026.
Gen-Wealth Partners sold 210 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $26.8K.
iShares MSCI KLD 400 Social ETF made up 0.1% of Gen-Wealth Partners's portfolio in Q1 2026, its #196 holding.
Gen-Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's iShares MSCI KLD 400 Social ETF position peaked at $432K in Q3 2024.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.