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

Potentia 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	$1.52M	Buy	12,502 +845	+7%	+$108K	0.59%	27
2025 Q4	$1.5M	Sell	11,657 -411	-3%	-$52.5K	0.55%	29
2025 Q3	$1.52M	Hold	12,068	–	–	0.58%	27
2025 Q2	$1.4M	Sell	12,068 -127	-1%	-$13.5K	0.8%	15
2025 Q1	$1.25M	Buy	12,195 +2,426	+25%	+$265K	0.59%	25
2024 Q4	$1.08M	Buy	+9,769	New	+$1.09M	0.48%	34

Other funds holding DSI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Potentia Wealth's DSI Position: Q1 2026 in Review

Potentia Wealth increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 7.2% in Q1 2026, buying an estimated $108K and bringing the position to 12,502 shares worth $1.52M. The position accounts for 0.59% of the portfolio, ranked #27.

Potentia Wealth first reported a position in DSI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.52M in Q3 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Potentia Wealth held 12,502 shares of iShares MSCI KLD 400 Social ETF worth $1.52M as of Q1 2026.
Potentia Wealth bought 845 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $108K.
iShares MSCI KLD 400 Social ETF made up 0.59% of Potentia Wealth's portfolio in Q1 2026, its #27 holding.
Potentia Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 6 quarters since.
Potentia Wealth's iShares MSCI KLD 400 Social ETF position peaked at $1.52M in Q3 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.