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

Meridian 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
2026 Q2	$845K	Sell	5,932 -204	-3%	-$28K	0.03%	420
2026 Q1	$744K	Sell	6,136 -58	-0.9%	-$7.42K	0.03%	415
2025 Q4	$798K	Hold	6,194	–	–	0.03%	388
2025 Q3	$780K	Buy	6,194 +158	+3%	+$19.1K	0.03%	381
2025 Q2	$701K	Buy	6,036 +2	+0%	+$213	0.03%	378
2025 Q1	$618K	Buy	6,034 +151	+3%	+$16.5K	0.03%	375
2024 Q4	$649K	Sell	5,883 -585	-9%	-$65.4K	0.03%	367
2024 Q3	$704K	Buy	+6,468	New	+$678K	0.03%	349
2024 Q2	–	Sell	-3,793	Closed	-$374K	–	348
2024 Q1	$374K	Buy	3,793 +346	+10%	+$33.1K	0.06%	158
2023 Q4	$311K	Buy	+3,447	New	+$292K	0.02%	492
2022 Q3	–	Sell	-11,967	Closed	-$860K	–	514
2022 Q2	$860K	Buy	+11,967	New	+$932K	0.07%	265

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

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

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

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Meridian Wealth Management's DSI Position: Q2 2026 in Review

Meridian Wealth Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.3% in Q2 2026, selling an estimated $28K and leaving 5,932 shares worth $845K. The position accounts for 0.03% of the portfolio, ranked #420.

Meridian Wealth Management first reported a position in DSI in Q2 2022 and has held it in 11 quarters since. The position peaked at $860K in Q2 2022. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Meridian Wealth Management held 5,932 shares of iShares MSCI KLD 400 Social ETF worth $845K as of Q2 2026.
Meridian Wealth Management sold 204 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $28K.
iShares MSCI KLD 400 Social ETF made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #420 holding.
Meridian Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2022 and has held it in 11 quarters since.
Meridian Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $860K in Q2 2022.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.