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 Q2	$405K	Buy	2,843 +269	+10%	+$36.9K	0.11%	152
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 $1.89T 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

Gen-Wealth Partners's DSI Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 10% in Q2 2026, buying an estimated $36.9K and bringing the position to 2,843 shares worth $405K. The position accounts for 0.11% of the portfolio, ranked #152.

Gen-Wealth Partners first reported a position in DSI in Q1 2024 and has held it in 10 quarters since. The position peaked at $432K in Q3 2024. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Gen-Wealth Partners held 2,843 shares of iShares MSCI KLD 400 Social ETF worth $405K as of Q2 2026.
Gen-Wealth Partners bought 269 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $36.9K.
iShares MSCI KLD 400 Social ETF made up 0.11% of Gen-Wealth Partners's portfolio in Q2 2026, its #152 holding.
Gen-Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's iShares MSCI KLD 400 Social ETF position peaked at $432K in Q3 2024.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.