Golden State Equity Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Golden State Equity 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	–	Sell	-1,887	Closed	-$229K	–	716
2026 Q1	$229K	Sell	1,887 -149	-7%	-$19.1K	0.02%	620
2025 Q4	$262K	Buy	2,036 +323	+19%	+$41.3K	0.04%	423
2025 Q3	$216K	Sell	1,713 -91	-5%	-$11K	0.04%	415
2025 Q2	$210K	Sell	1,804 -4,068	-69%	-$433K	0.04%	407
2025 Q1	$601K	Buy	5,872 +1,128	+24%	+$123K	0.12%	211
2024 Q4	$523K	Sell	4,744 -685	-13%	-$76.5K	0.1%	227
2024 Q3	$591K	Buy	5,429 +715	+15%	+$75K	0.09%	227
2024 Q2	$489K	Buy	+4,714	New	+$472K	0.1%	222
2023 Q4	$280K	Buy	+3,075	New	+$261K	0.07%	296
2021 Q4	–	Sell	-4,517	Closed	-$376K	–	200
2021 Q3	$376K	Sell	4,517 -180	-4%	-$15.4K	0.15%	136
2021 Q2	$389K	Buy	+4,697	New	+$378K	0.15%	147

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

Golden State Equity Partners's DSI Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026, closing a stake of 1,887 shares — an estimated $229K sold.

Golden State Equity Partners first reported a position in DSI in Q2 2021 and held it in 11 quarters. The position peaked at $601K in Q1 2025. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Golden State Equity Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 1,887 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $229K.
Golden State Equity Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2021 and held it in 11 quarters.
Golden State Equity Partners's iShares MSCI KLD 400 Social ETF position peaked at $601K in Q1 2025.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.