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Litman Gregory Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Litman Gregory Wealth Management’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
2025
Q4 		$5.17M Sell
40,142
-1,426
-3% -$182K 0.38% 47
2025
Q3 		$5.24M Sell
41,568
-649
-2% -$78.5K 0.39% 48
2025
Q2 		$4.9M Buy
42,217
+2,180
+5% +$232K 0.39% 47
2025
Q1 		$4.1M Sell
40,037
-199
-0.5% -$21.7K 0.35% 47
2024
Q4 		$4.44M Sell
40,236
-512
-1% -$57.2K 0.38% 43
2024
Q3 		$4.43M Sell
40,748
-5,092
-11% -$534K 0.37% 44
2024
Q2 		$4.76M Buy
45,840
+1,027
+2% +$103K 0.42% 42
2024
Q1 		$4.52M Hold
44,813
– – 0.41% 43
2023
Q4 		$4.08M Buy
44,813
+1,544
+4% +$131K 0.39% 45
2023
Q3 		$3.52M Sell
43,269
-7
-0% -$594 0.36% 45
2023
Q2 		$3.64M Buy
+43,276
New +$3.44M 0.45% 30
2023
Q1 		– Sell
-44,220
Closed -$3.17M – 48
2022
Q4 		$3.17M Sell
44,220
-130
-0.3% -$9.34K 0.44% 30
2022
Q3 		$2.97M Sell
44,350
-339
-0.8% -$25.4K 0.47% 26
2022
Q2 		$3.21M Buy
44,689
+4,989
+13% +$389K 0.47% 32
2022
Q1 		$3.44M Sell
39,700
-3,279
-8% -$281K 0.5% 30
2021
Q4 		$3.99M Sell
42,979
-713
-2% -$64.3K 0.68% 24
2021
Q3 		$3.64M Buy
43,692
+40,008
+1,086% +$3.42M 0.68% 23
2021
Q2 		$3.68M Sell
3,684
-38,736
-91% -$3.12M 0.69% 20
2021
Q1 		$3.24M Sell
42,420
-15,389
-27% -$1.14M 0.63% 20
2020
Q4 		$4.14M Buy
57,809
+1,239
+2% +$83.9K 0.76% 19
2020
Q3 		$3.62M Sell
56,570
-2,202
-4% -$139K 0.75% 19
2020
Q2 		$3.47M Sell
58,772
-8,002
-12% -$445K 0.77% 18
2020
Q1 		$3.25M Buy
66,774
+15,990
+31% +$918K 0.82% 18
2019
Q4 		$3.05M Buy
50,784
+724
+1% +$41.6K 0.68% 23
2019
Q3 		$2.78M Sell
50,060
-2,272
-4% -$126K 0.68% 23
2019
Q2 		$2.86M Sell
52,332
-3,448
-6% -$185K 0.76% 22
2019
Q1 		$2.94M Sell
55,780
-708
-1% -$35.9K 0.8% 21
2018
Q4 		$2.63M Buy
56,488
+2,526
+5% +$125K 0.81% 21
2018
Q3 		$2.88M Sell
53,962
-270
-0.5% -$14.2K 0.97% 19
2018
Q2 		$2.74M Sell
54,232
-1,384
-2% -$69.5K 1.08% 16
2018
Q1 		$2.72M Buy
+55,616
New +$2.81M 1.11% 15

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Litman Gregory Wealth Management's DSI Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.4% in Q4 2025, selling an estimated $182K and leaving 40,142 shares worth $5.17M. The position accounts for 0.38% of the portfolio, ranked #47.

Litman Gregory Wealth Management first reported a position in DSI in Q1 2018 and has held it in 31 quarters since. The position peaked at $5.24M in Q3 2025. 616 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

  • Litman Gregory Wealth Management held 40,142 shares of iShares MSCI KLD 400 Social ETF worth $5.17M as of Q4 2025.
  • Litman Gregory Wealth Management sold 1,426 iShares MSCI KLD 400 Social ETF shares in Q4 2025, an estimated $182K.
  • iShares MSCI KLD 400 Social ETF made up 0.38% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #47 holding.
  • Litman Gregory Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2018 and has held it in 31 quarters since.
  • Litman Gregory Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $5.24M in Q3 2025.
  • 616 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.