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

Lowe 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
2025 Q3	$175K	Hold	1,388	–	–	0.06%	63
2025 Q2	$161K	Hold	1,388	–	–	0.06%	63
2025 Q1	$142K	Hold	1,388	–	–	0.06%	66
2024 Q4	$153K	Hold	1,388	–	–	0.07%	62
2024 Q3	$151K	Sell	1,388 -200	-13%	-$21K	0.07%	59
2024 Q2	$165K	Hold	1,588	–	–	0.08%	50
2024 Q1	$160K	Sell	1,588 -200	-11%	-$19.1K	0.07%	55
2023 Q4	$163K	Sell	1,788 -1,712	-49%	-$145K	0.08%	55
2023 Q3	$285K	Sell	3,500 -546	-13%	-$46.3K	0.15%	38
2023 Q2	$341K	Hold	4,046	–	–	0.17%	37
2023 Q1	$316K	Sell	4,046 -21	-0.5%	-$1.59K	0.17%	37
2022 Q4	$292K	Hold	4,067	–	–	0.16%	39
2022 Q3	$272K	Sell	4,067 -800	-16%	-$60K	0.16%	35
2022 Q2	$350K	Sell	4,867 -279	-5%	-$21.7K	0.19%	34
2022 Q1	$446K	Sell	5,146 -200	-4%	-$17.2K	0.2%	31
2021 Q4	$497K	Hold	5,346	–	–	0.22%	30
2021 Q3	$445K	Buy	5,346 +180	+3%	+$15.4K	0.21%	31
2021 Q2	$428K	Buy	5,166 +400	+8%	+$32.2K	0.2%	29
2021 Q1	$364K	Hold	4,766	–	–	0.18%	28
2020 Q4	$341K	Buy	4,766 +400	+9%	+$27.1K	0.17%	28
2020 Q3	$279K	Hold	4,366	–	–	0.15%	27
2020 Q2	$258K	Hold	4,366	–	–	0.15%	27
2020 Q1	$213K	Hold	4,366	–	–	0.15%	28
2019 Q4	$262K	Buy	4,366 +1,000	+30%	+$57.4K	0.15%	30
2019 Q3	$187K	Hold	3,366	–	–	0.11%	32
2019 Q2	$184K	Buy	3,366 +466	+16%	+$25K	0.11%	33
2019 Q1	$152K	Hold	2,900	–	–	0.09%	33
2018 Q4	$135K	Buy	+2,900	New	+$143K	0.09%	34

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 New York $59.1B AUM 18.41% 1-Year Est. Return

Lowe Wealth Advisors's DSI Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2025 at 1,388 shares worth $175K. The position accounts for 0.06% of the portfolio, ranked #63.

Lowe Wealth Advisors first reported a position in DSI in Q4 2018 and has held it in 28 quarters since. The position peaked at $497K in Q4 2021. 561 funds tracked by Wall St. Rank hold DSI as of Q3 2025.

Lowe Wealth Advisors held 1,388 shares of iShares MSCI KLD 400 Social ETF worth $175K as of Q3 2025.
Lowe Wealth Advisors left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2025.
iShares MSCI KLD 400 Social ETF made up 0.06% of Lowe Wealth Advisors's portfolio in Q3 2025, its #63 holding.
Lowe Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2018 and has held it in 28 quarters since.
Lowe Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $497K in Q4 2021.
561 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.