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Kesler Norman & Wride’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Kesler Norman & Wride’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 		$867K Hold
6,086
– – 0.14% 158
2026
Q1 		$738K Sell
6,086
-5
-0.1% -$639 0.13% 157
2025
Q4 		$785K Sell
6,091
-7
-0.1% -$894 0.13% 157
2025
Q3 		$672K Hold
6,098
– – 0.13% 157
2025
Q2 		$708K Hold
6,098
– – 0.13% 170
2025
Q1 		$624K Hold
6,098
– – 0.12% 172
2024
Q4 		$672K Buy
6,098
+3
+0% +$335 0.15% 152
2024
Q3 		$663K Sell
6,095
-20
-0.3% -$2.1K 0.13% 141
2024
Q2 		$635K Buy
6,115
+47
+0.8% +$4.7K 0.13% 120
2024
Q1 		$612K Hold
6,068
– – 0.13% 122
2023
Q4 		$552K Hold
6,068
– – 0.13% 124
2023
Q3 		$494K Hold
6,068
– – 0.12% 131
2023
Q2 		$511K Hold
6,068
– – 0.12% 129
2023
Q1 		$473K Hold
6,068
– – 0.12% 129
2022
Q4 		$436K Hold
6,068
– – 0.11% 134
2022
Q3 		$406K Hold
6,068
– – 0.11% 140
2022
Q2 		$436K Sell
6,068
-70
-1% -$5.45K 0.12% 125
2022
Q1 		$532K Hold
6,138
– – 0.12% 121
2021
Q4 		$570K Hold
6,138
– – 0.12% 124
2021
Q3 		$511K Hold
6,138
– – 0.12% 128
2021
Q2 		$522K Hold
6,138
– – 0.12% 128
2021
Q1 		$469K Hold
6,138
– – 0.12% 127
2020
Q4 		$439K Buy
+6,138
New +$416K 0.12% 124

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

Kesler Norman & Wride's DSI Position: Q2 2026 in Review

Kesler Norman & Wride held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 6,086 shares worth $867K. The position accounts for 0.14% of the portfolio, ranked #158.

Kesler Norman & Wride first reported a position in DSI in Q4 2020 and has held it in 23 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Kesler Norman & Wride held 6,086 shares of iShares MSCI KLD 400 Social ETF worth $867K as of Q2 2026.
  • Kesler Norman & Wride left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.14% of Kesler Norman & Wride's portfolio in Q2 2026, its #158 holding.
  • Kesler Norman & Wride first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 23 quarters since.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.