GGM Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

GGM Wealth Advisors’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
2025 Q1	$1.47M	Hold	14,538	–	–	0.82%	35
2024 Q4	$1.6M	Hold	14,538	–	–	0.84%	36
2024 Q3	$1.58M	Buy	14,538 +3,075	+27%	+$322K	0.68%	37
2024 Q2	$1.19M	Buy	11,463 +4,035	+54%	+$404K	0.54%	43
2024 Q1	$740K	Buy	7,428 +3,865	+108%	+$370K	0.34%	57
2023 Q4	$334K	Buy	3,563 +330	+10%	+$28K	0.14%	107
2023 Q3	$264K	Hold	3,233	–	–	0.11%	119
2023 Q2	$272K	Buy	+3,233	New	+$257K	0.11%	121
2023 Q1	–	Sell	-3,233	Closed	-$235K	–	81
2022 Q4	$235K	Hold	3,233	–	–	0.12%	120
2022 Q3	$230K	Hold	3,233	–	–	0.12%	121
2022 Q2	$234K	Buy	+3,233	New	+$252K	0.13%	117

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

GGM Wealth Advisors's DSI Position: Q1 2025 in Review

GGM Wealth Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2025 at 14,538 shares worth $1.47M. The position accounts for 0.82% of the portfolio, ranked #35.

GGM Wealth Advisors first reported a position in DSI in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.6M in Q4 2024. 545 funds tracked by Wall St. Rank hold DSI as of Q1 2025.

GGM Wealth Advisors held 14,538 shares of iShares MSCI KLD 400 Social ETF worth $1.47M as of Q1 2025.
GGM Wealth Advisors left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2025.
iShares MSCI KLD 400 Social ETF made up 0.82% of GGM Wealth Advisors's portfolio in Q1 2025, its #35 holding.
GGM Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2022 and has held it in 11 quarters since.
GGM Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $1.6M in Q4 2024.
545 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.