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 Q2	$1.61M	Sell	11,294 -1,208	-10%	-$166K	0.66%	25
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 $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Potentia Wealth's DSI Position: Q2 2026 in Review

Potentia Wealth reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 9.7% in Q2 2026, selling an estimated $166K and leaving 11,294 shares worth $1.61M. The position accounts for 0.66% of the portfolio, ranked #25.

Potentia Wealth first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Potentia Wealth held 11,294 shares of iShares MSCI KLD 400 Social ETF worth $1.61M as of Q2 2026.
Potentia Wealth sold 1,208 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $166K.
iShares MSCI KLD 400 Social ETF made up 0.66% of Potentia Wealth's portfolio in Q2 2026, its #25 holding.
Potentia Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.