GKWIM
DSI icon

Gerber Kawasaki Wealth & Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		– Sell
-315
Closed -$40.7K – 356
2025
Q4 		$40.7K Buy
+315
New +$40.2K ﹤0.01% 333

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 $424B AUM 22.96% 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 $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.6B AUM 29.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's DSI Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2026, closing a stake of 315 shares — an estimated $40.7K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in DSI in Q4 2025 and held it in 1 quarter. The position peaked at $40.7K in Q4 2025. 591 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2026 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 315 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $40.7K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's iShares MSCI KLD 400 Social ETF position peaked at $40.7K in Q4 2025.
  • 591 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.