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Golden State Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Golden State Wealth 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
Q2 		$854K Sell
6,000
-213
-3% -$29.2K 0.08% 202
2026
Q1 		$753K Buy
6,213
+23
+0.4% +$2.94K 0.08% 198
2025
Q4 		$797K Buy
6,190
+228
+4% +$29.1K 0.08% 183
2025
Q3 		$751K Sell
5,962
-52
-0.9% -$6.29K 0.08% 185
2025
Q2 		$699K Sell
6,014
-74
-1% -$7.88K 0.09% 180
2025
Q1 		$624K Sell
6,088
-704
-10% -$76.8K 0.09% 172
2024
Q4 		$749K Buy
+6,792
New +$759K 0.11% 147
2022
Q1 		$396K Buy
4,570
+4
+0.1% +$343 0.08% 204
2021
Q4 		$424K Buy
+4,566
New +$412K 0.07% 238
2021
Q1 		– Sell
-4,139
Closed -$296K – 209
2020
Q4 		$296K Buy
+4,139
New +$280K 0.09% 178
2020
Q2 		– Sell
-42
Closed -$2K – 413
2020
Q1 		$2K Buy
+42
New +$2.41K ﹤0.01% 849
2019
Q4 		– Sell
-1,720
Closed -$95K – 260
2019
Q3 		$95K Buy
1,720
+38
+2% +$2.1K 0.03% 323
2019
Q2 		$92K Buy
1,682
+450
+37% +$24.2K 0.03% 344
2019
Q1 		$65K Buy
+1,232
New +$62.5K 0.02% 391

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Golden State Wealth Management's DSI Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.4% in Q2 2026, selling an estimated $29.2K and leaving 6,000 shares worth $854K. The position accounts for 0.08% of the portfolio, ranked #202.

Golden State Wealth Management first reported a position in DSI in Q1 2019 and has held it in 14 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Golden State Wealth Management held 6,000 shares of iShares MSCI KLD 400 Social ETF worth $854K as of Q2 2026.
  • Golden State Wealth Management sold 213 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $29.2K.
  • iShares MSCI KLD 400 Social ETF made up 0.08% of Golden State Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Golden State Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2019 and has held it in 14 quarters since.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.