Journey Strategic Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Journey Strategic Wealth’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	$316K	Sell	2,608 -39	-1%	-$4.99K	0.01%	518
2025 Q4	$341K	Sell	2,647 -358	-12%	-$45.7K	0.01%	453
2025 Q3	$379K	Sell	3,005 -544	-15%	-$65.8K	0.01%	375
2025 Q2	$412K	Sell	3,549 -488	-12%	-$52K	0.01%	338
2025 Q1	$413K	Sell	4,037 -4	-0.1%	-$436	0.01%	267
2024 Q4	$446K	Sell	4,041 -213	-5%	-$23.8K	0.02%	242
2024 Q3	$463K	Sell	4,254 -146	-3%	-$15.3K	0.02%	232
2024 Q2	$457K	Buy	4,400 +1,290	+41%	+$129K	0.02%	177
2024 Q1	$314K	Buy	+3,110	New	+$297K	0.01%	179

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Journey Strategic Wealth's DSI Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.5% in Q1 2026, selling an estimated $4.99K and leaving 2,608 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #518.

Journey Strategic Wealth first reported a position in DSI in Q1 2024 and has held it in 9 quarters since. The position peaked at $463K in Q3 2024. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Journey Strategic Wealth held 2,608 shares of iShares MSCI KLD 400 Social ETF worth $316K as of Q1 2026.
Journey Strategic Wealth sold 39 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $4.99K.
iShares MSCI KLD 400 Social ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #518 holding.
Journey Strategic Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and has held it in 9 quarters since.
Journey Strategic Wealth's iShares MSCI KLD 400 Social ETF position peaked at $463K in Q3 2024.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.