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

Medallion 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 		$43.4K Hold
358
– – 0.01% 500
2025
Q4 		$46.1K Hold
358
– – 0.02% 485
2025
Q3 		$45.1K Hold
358
– – 0.02% 480
2025
Q2 		$41.5K Hold
358
– – 0.02% 490
2025
Q1 		$36.8K Hold
358
– – 0.02% 469
2024
Q4 		$39.5K Buy
+358
New +$40K 0.02% 450

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

Medallion Wealth Advisors's DSI Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 358 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #500.

Medallion Wealth Advisors first reported a position in DSI in Q4 2024 and has held it in 6 quarters since. The position peaked at $46.1K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Medallion Wealth Advisors held 358 shares of iShares MSCI KLD 400 Social ETF worth $43.4K as of Q1 2026.
  • Medallion Wealth Advisors left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #500 holding.
  • Medallion Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $46.1K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.