LWP
DSI icon

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

Laurel Wealth 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
Q2 		$4.75M Sell
33,390
-727
-2% -$99.6K 2.1% 21
2026
Q1 		$4.13M Sell
34,117
-323
-0.9% -$41.3K 2.18% 20
2025
Q4 		$4.44M Sell
34,440
-156
-0.5% -$19.9K 2.46% 17
2025
Q3 		$4.36M Sell
34,596
-1,815
-5% -$219K 2.3% 18
2025
Q2 		$4.23M Sell
36,411
-779
-2% -$83K 2.4% 18
2025
Q1 		$3.81M Sell
37,190
-831
-2% -$90.7K 2.53% 17
2024
Q4 		$4.19M Sell
38,021
-729
-2% -$81.4K 2.7% 15
2024
Q3 		$4.22M Sell
38,750
-858
-2% -$90K 2.75% 16
2024
Q2 		$4.11M Sell
39,608
-1,126
-3% -$113K 2.86% 13
2024
Q1 		$4.11M Sell
40,734
-519
-1% -$49.6K 2.73% 14
2023
Q4 		$3.76M Sell
41,253
-2,141
-5% -$182K 2.66% 14
2023
Q3 		$3.53M Sell
43,394
-2,172
-5% -$184K 2.75% 13
2023
Q2 		$3.83M Sell
45,566
-4,422
-9% -$351K 2.74% 13
2023
Q1 		$3.9M Sell
49,988
-1,709
-3% -$129K 2.58% 10
2022
Q4 		$3.71M Sell
51,697
-15,208
-23% -$1.09M 2.39% 14
2022
Q3 		$4.48M Sell
66,905
-1,139
-2% -$85.5K 3.3% 6
2022
Q2 		$4.89M Sell
68,044
-4,812
-7% -$375K 3.44% 6
2022
Q1 		$6.31M Sell
72,856
-37,357
-34% -$3.2M 4.26% 5
2021
Q4 		$10.2M Sell
110,213
-16,307
-13% -$1.47M 7.76% 1
2021
Q3 		$10.5M Buy
126,520
+15,257
+14% +$1.3M 8.5% 1
2021
Q2 		$9.22M Buy
111,263
+9,117
+9% +$734K 8.03% 1
2021
Q1 		$7.8M Sell
102,146
-6,554
-6% -$485K 7.13% 1
2020
Q4 		$7.78M Buy
+108,700
New +$7.37M 7.58% 1

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

Laurel Wealth Planning's DSI Position: Q2 2026 in Review

Laurel Wealth Planning reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.1% in Q2 2026, selling an estimated $99.6K and leaving 33,390 shares worth $4.75M. The position accounts for 2.1% of the portfolio, ranked #21.

Laurel Wealth Planning first reported a position in DSI in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.5M in Q3 2021. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Laurel Wealth Planning held 33,390 shares of iShares MSCI KLD 400 Social ETF worth $4.75M as of Q2 2026.
  • Laurel Wealth Planning sold 727 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $99.6K.
  • iShares MSCI KLD 400 Social ETF made up 2.1% of Laurel Wealth Planning's portfolio in Q2 2026, its #21 holding.
  • Laurel Wealth Planning first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 23 quarters since.
  • Laurel Wealth Planning's iShares MSCI KLD 400 Social ETF position peaked at $10.5M in Q3 2021.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.