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GPS Wealth Strategies Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-2,348
Closed -$296K – 821
2025
Q3 		$296K Buy
2,348
+1
+0% +$121 0.03% 269
2025
Q2 		$273K Buy
2,347
+1
+0% +$106 0.03% 267
2025
Q1 		$240K Buy
2,346
+1
+0% +$109 0.03% 282
2024
Q4 		$259K Buy
2,345
+1
+0% +$112 0.03% 257
2024
Q3 		$255K Buy
2,344
+1
+0% +$105 0.03% 261
2024
Q2 		$243K Buy
2,343
+310
+15% +$31K 0.04% 234
2024
Q1 		$205K Hold
2,033
– – 0.03% 249
2023
Q4 		$185K Buy
2,033
+40
+2% +$3.39K 0.03% 255
2023
Q3 		$162K Hold
1,993
– – 0.03% 274
2023
Q2 		$168K Sell
1,993
-307
-13% -$24.4K 0.03% 262
2023
Q1 		$179K Buy
+2,300
New +$174K 0.04% 251
2022
Q4 		– Sell
-1,975
Closed -$132K – 374
2022
Q3 		$132K Buy
1,975
+7
+0.4% +$525 0.03% 255
2022
Q2 		$142K Buy
1,968
+3
+0.2% +$234 0.04% 254
2022
Q1 		$170K Buy
1,965
+1,118
+132% +$95.9K 0.04% 229
2021
Q4 		$79K Buy
847
+26
+3% +$2.34K 0.02% 327
2021
Q3 		$68K Buy
821
+26
+3% +$2.22K 0.02% 336
2021
Q2 		$66K Buy
795
+1
+0.1% +$80 0.02% 357
2021
Q1 		$60K Buy
+794
New +$58.8K 0.02% 352

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 $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

GPS Wealth Strategies Group's DSI Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2025, closing a stake of 2,348 shares — an estimated $296K sold.

GPS Wealth Strategies Group first reported a position in DSI in Q1 2021 and held it in 18 quarters. The position peaked at $296K in Q3 2025. 614 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 2,348 iShares MSCI KLD 400 Social ETF shares in Q4 2025, an estimated $296K.
  • GPS Wealth Strategies Group first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's iShares MSCI KLD 400 Social ETF position peaked at $296K in Q3 2025.
  • 614 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.