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KFA Private Wealth Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

KFA Private Wealth 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
2026
Q1 		$411K Buy
3,394
+6
+0.2% +$767 0.1% 97
2025
Q4 		$436K Sell
3,388
-22
-0.6% -$2.81K 0.11% 90
2025
Q3 		$430K Sell
3,410
-219
-6% -$26.5K 0.12% 77
2025
Q2 		$422K Sell
3,629
-344
-9% -$36.6K 0.13% 81
2025
Q1 		$407K Buy
3,973
+5
+0.1% +$545 0.14% 71
2024
Q4 		$437K Buy
3,968
+318
+9% +$35.5K 0.18% 53
2024
Q3 		$397K Sell
3,650
-845
-19% -$88.6K 0.19% 55
2024
Q2 		$467K Buy
4,495
+6
+0.1% +$600 0.24% 46
2024
Q1 		$453K Buy
4,489
+857
+24% +$82K 0.14% 64
2023
Q4 		$331K Buy
3,632
+19
+0.5% +$1.61K 0.12% 69
2023
Q3 		$294K Hold
3,613
– – 0.12% 66
2023
Q2 		$304K Buy
3,613
+5
+0.1% +$397 0.13% 60
2023
Q1 		$281K Buy
3,608
+9
+0.3% +$680 0.13% 65
2022
Q4 		$258K Buy
3,599
+10
+0.3% +$719 0.13% 59
2022
Q3 		$240K Buy
3,589
+214
+6% +$16.1K 0.13% 60
2022
Q2 		$243K Buy
3,375
+213
+7% +$16.6K 0.13% 60
2022
Q1 		$274K Buy
3,162
+7
+0.2% +$600 0.14% 62
2021
Q4 		$293K Buy
3,155
+330
+12% +$29.8K 0.15% 60
2021
Q3 		$235K Buy
2,825
+210
+8% +$18K 0.13% 67
2021
Q2 		$217K Sell
2,615
-409
-14% -$32.9K 0.12% 68
2021
Q1 		$231K Buy
3,024
+8
+0.3% +$592 0.13% 71
2020
Q4 		$216K Buy
+3,016
New +$204K 0.14% 66

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

KFA Private Wealth Group's DSI Position: Q1 2026 in Review

KFA Private Wealth Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.18% in Q1 2026, buying an estimated $767 and bringing the position to 3,394 shares worth $411K. The position accounts for 0.1% of the portfolio, ranked #97.

KFA Private Wealth Group first reported a position in DSI in Q4 2020 and has held it in 22 quarters since. The position peaked at $467K in Q2 2024. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • KFA Private Wealth Group held 3,394 shares of iShares MSCI KLD 400 Social ETF worth $411K as of Q1 2026.
  • KFA Private Wealth Group bought 6 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $767.
  • iShares MSCI KLD 400 Social ETF made up 0.1% of KFA Private Wealth Group's portfolio in Q1 2026, its #97 holding.
  • KFA Private Wealth Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 22 quarters since.
  • KFA Private Wealth Group's iShares MSCI KLD 400 Social ETF position peaked at $467K in Q2 2024.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.