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 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	Buy	4,744 +4,164	+718%	+$465K	0.1%	227
2024 Q3	$63.1K	Sell	580 -4,134	-88%	-$433K	0.03%	350
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 $1.66T 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

Golden State Equity Partners's DSI Position: Q1 2026 in Review

Golden State Equity Partners reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 7.3% in Q1 2026, selling an estimated $19.1K and leaving 1,887 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #620.

Golden State Equity Partners first reported a position in DSI in Q2 2021 and has held it in 11 quarters since. The position peaked at $601K in Q1 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Golden State Equity Partners held 1,887 shares of iShares MSCI KLD 400 Social ETF worth $229K as of Q1 2026.
Golden State Equity Partners sold 149 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $19.1K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Golden State Equity Partners's portfolio in Q1 2026, its #620 holding.
Golden State Equity Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2021 and has held it in 11 quarters since.
Golden State Equity Partners's iShares MSCI KLD 400 Social ETF position peaked at $601K in Q1 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.