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

Principle Wealth Partners’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	$981K	Hold	6,887	–	–	0.05%	188
2026 Q1	$835K	Hold	6,887	–	–	0.05%	185
2025 Q4	$887K	Hold	6,887	–	–	0.05%	176
2025 Q3	$867K	Hold	6,887	–	–	0.05%	177
2025 Q2	$800K	Sell	6,887 -160	-2%	-$17K	0.05%	179
2025 Q1	$722K	Hold	7,047	–	–	0.05%	187
2024 Q4	$777K	Hold	7,047	–	–	0.05%	178
2024 Q3	$767K	Hold	7,047	–	–	0.05%	180
2024 Q2	$732K	Hold	7,047	–	–	0.06%	180
2024 Q1	$710K	Hold	7,047	–	–	0.06%	182
2023 Q4	$642K	Hold	7,047	–	–	0.06%	186
2023 Q3	$574K	Hold	7,047	–	–	0.06%	187
2023 Q2	$593K	Sell	7,047 -21	-0.3%	-$1.67K	0.06%	183
2023 Q1	$551K	Sell	7,068 -45	-0.6%	-$3.4K	0.06%	184
2022 Q4	$511K	Sell	7,113 -1,180	-14%	-$84.8K	0.06%	187
2022 Q3	$555	Hold	8,293	–	–	0.05%	172
2022 Q2	$596K	Hold	8,293	–	–	0.07%	176
2022 Q1	$718K	Buy	8,293 +116	+1%	+$9.95K	0.08%	168
2021 Q4	$760K	Sell	8,177 -250	-3%	-$22.5K	0.08%	162
2021 Q3	$701K	Hold	8,427	–	–	0.08%	164
2021 Q2	$698K	Buy	8,427 +548	+7%	+$44.1K	0.08%	166
2021 Q1	$602K	Buy	7,879 +3,382	+75%	+$250K	0.07%	171
2020 Q4	$322K	Buy	+4,497	New	+$305K	0.04%	219

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

Principle Wealth Partners's DSI Position: Q2 2026 in Review

Principle Wealth Partners held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 6,887 shares worth $981K. The position accounts for 0.05% of the portfolio, ranked #188.

Principle Wealth Partners first reported a position in DSI in Q4 2020 and has held it in 23 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Principle Wealth Partners held 6,887 shares of iShares MSCI KLD 400 Social ETF worth $981K as of Q2 2026.
Principle Wealth Partners left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.05% of Principle Wealth Partners's portfolio in Q2 2026, its #188 holding.
Principle Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 23 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.