KWA
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Kingswood Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Kingswood Wealth Advisors’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 		$1.37M Buy
11,267
+1,237
+12% +$158K 0.06% 305
2025
Q4 		$1.29M Buy
10,030
+152
+2% +$19.4K 0.06% 301
2025
Q3 		$1.24M Buy
9,878
+924
+10% +$112K 0.08% 270
2025
Q2 		$1.04M Buy
8,954
+162
+2% +$17.3K 0.08% 258
2025
Q1 		$900K Buy
8,792
+18
+0.2% +$1.96K 0.08% 270
2024
Q4 		$967K Sell
8,774
-903
-9% -$101K 0.07% 279
2024
Q3 		$1.05M Buy
9,677
+1,059
+12% +$111K 0.08% 280
2024
Q2 		$895K Buy
8,618
+157
+2% +$15.7K 0.08% 256
2024
Q1 		$853K Hold
8,461
– – 0.1% 233
2023
Q4 		$770K Buy
+8,461
New +$718K 0.09% 247

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 $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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