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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Oxler Private Wealth's DSI Position: Q1 2026 in Review

Oxler Private Wealth increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.25% in Q1 2026, buying an estimated $1.02K and bringing the position to 3,205 shares worth $388K. The position accounts for 0.12% of the portfolio, ranked #67.

Oxler Private Wealth first reported a position in DSI in Q4 2020 and has held it in 22 quarters since. The position peaked at $412K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Oxler Private Wealth held 3,205 shares of iShares MSCI KLD 400 Social ETF worth $388K as of Q1 2026.
Oxler Private Wealth bought 8 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $1.02K.
iShares MSCI KLD 400 Social ETF made up 0.12% of Oxler Private Wealth's portfolio in Q1 2026, its #67 holding.
Oxler Private Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 22 quarters since.
Oxler Private Wealth's iShares MSCI KLD 400 Social ETF position peaked at $412K in Q4 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.