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Holistic Planning’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Holistic Planning’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 		$243K Buy
2,003
+158
+9% +$20.2K 0.05% 266
2025
Q4 		$238K Buy
+1,845
New +$236K 0.05% 251

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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

Holistic Planning's DSI Position: Q1 2026 in Review

Holistic Planning increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 8.6% in Q1 2026, buying an estimated $20.2K and bringing the position to 2,003 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #266.

Holistic Planning first reported a position in DSI in Q4 2025 and has held it in 2 quarters since. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Holistic Planning held 2,003 shares of iShares MSCI KLD 400 Social ETF worth $243K as of Q1 2026.
  • Holistic Planning bought 158 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $20.2K.
  • iShares MSCI KLD 400 Social ETF made up 0.05% of Holistic Planning's portfolio in Q1 2026, its #266 holding.
  • Holistic Planning first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 2 quarters since.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.