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Oxler Private Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Oxler Private Wealth’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 		$384K Sell
2,696
-509
-16% -$69.8K 0.11% 69
2026
Q1 		$388K Buy
3,205
+8
+0.3% +$1.02K 0.12% 67
2025
Q4 		$412K Buy
3,197
+9
+0.3% +$1.15K 0.12% 66
2025
Q3 		$401K Buy
3,188
+8
+0.3% +$967 0.12% 67
2025
Q2 		$369K Buy
3,180
+7
+0.2% +$745 0.12% 67
2025
Q1 		$325K Buy
3,173
+8
+0.3% +$873 0.11% 72
2024
Q4 		$349K Buy
3,165
+10
+0.3% +$1.12K 0.11% 71
2024
Q3 		$343K Buy
3,155
+10
+0.3% +$1.05K 0.12% 71
2024
Q2 		$327K Buy
3,145
+6
+0.2% +$600 0.12% 68
2024
Q1 		$316K Buy
3,139
+8
+0.3% +$765 0.12% 72
2023
Q4 		$285K Buy
3,131
+24
+0.8% +$2.04K 0.24% 59
2023
Q3 		$253K Sell
3,107
-1
-0% -$85 0.13% 83
2023
Q2 		$262K Buy
3,108
+7
+0.2% +$556 0.12% 85
2023
Q1 		$242K Buy
3,101
+10
+0.3% +$755 0.12% 85
2022
Q4 		$222K Sell
3,091
-386
-11% -$27.7K 0.12% 92
2022
Q3 		$244K Buy
3,477
+413
+13% +$31K 0.14% 91
2022
Q2 		$220K Buy
3,064
+15
+0.5% +$1.17K 0.11% 101
2022
Q1 		$264K Hold
3,049
– – 0.12% 99
2021
Q4 		$283K Buy
3,049
+9
+0.3% +$811 0.12% 108
2021
Q3 		$252K Hold
3,040
– – 0.11% 117
2021
Q2 		$251K Hold
3,040
– – 0.11% 118
2021
Q1 		$232K Hold
3,040
– – 0.12% 110
2020
Q4 		$217K Buy
+3,040
New +$206K 0.12% 98

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

Oxler Private Wealth's DSI Position: Q2 2026 in Review

Oxler Private Wealth reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 16% in Q2 2026, selling an estimated $69.8K and leaving 2,696 shares worth $384K. The position accounts for 0.11% of the portfolio, ranked #69.

Oxler Private Wealth first reported a position in DSI in Q4 2020 and has held it in 23 quarters since. The position peaked at $412K in Q4 2025. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Oxler Private Wealth held 2,696 shares of iShares MSCI KLD 400 Social ETF worth $384K as of Q2 2026.
  • Oxler Private Wealth sold 509 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $69.8K.
  • iShares MSCI KLD 400 Social ETF made up 0.11% of Oxler Private Wealth's portfolio in Q2 2026, its #69 holding.
  • Oxler Private Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 23 quarters since.
  • Oxler Private Wealth's iShares MSCI KLD 400 Social ETF position peaked at $412K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.