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

Rede 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 		$751K Sell
5,273
-508
-9% -$69.6K 0.25% 46
2026
Q1 		$701K Sell
5,781
-901
-13% -$115K 0.25% 44
2025
Q4 		$861K Buy
+6,682
New +$854K 0.3% 38
2025
Q3 		– Sell
-6,074
Closed -$706K – 125
2025
Q2 		$706K Hold
6,074
– – 0.25% 45
2025
Q1 		$622K Sell
6,074
-660
-10% -$72K 0.22% 48
2024
Q4 		$742K Sell
6,734
-311
-4% -$34.7K 0.28% 40
2024
Q3 		$766K Sell
7,045
-642
-8% -$67.3K 0.29% 37
2024
Q2 		$798K Hold
7,687
– – 0.74% 31
2024
Q1 		$775K Sell
7,687
-13
-0.2% -$1.24K 0.32% 34
2023
Q4 		$701K Sell
7,700
-352
-4% -$29.9K 0.33% 36
2023
Q3 		$656K Buy
8,052
+89
+1% +$7.55K 0.33% 30
2023
Q2 		$670K Sell
7,963
-263
-3% -$20.9K 0.32% 32
2023
Q1 		$642K Buy
8,226
+361
+5% +$27.3K 0.33% 34
2022
Q4 		$565K Sell
7,865
-191
-2% -$13.7K 0.3% 39
2022
Q3 		$540K Buy
8,056
+328
+4% +$24.6K 0.32% 38
2022
Q2 		$556K Sell
7,728
-222
-3% -$17.3K 0.32% 41
2022
Q1 		$689K Buy
7,950
+719
+10% +$61.7K 0.32% 42
2021
Q4 		$672K Buy
7,231
+12
+0.2% +$1.08K 0.34% 44
2021
Q3 		$601K Buy
7,219
+447
+7% +$38.2K 0.32% 45
2021
Q2 		$561K Sell
6,772
-95
-1% -$7.64K 0.3% 48
2021
Q1 		$524K Buy
6,867
+717
+12% +$53.1K 0.3% 50
2020
Q4 		$440K Buy
+6,150
New +$417K 0.3% 48

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

Rede Wealth's DSI Position: Q2 2026 in Review

Rede Wealth reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 8.8% in Q2 2026, selling an estimated $69.6K and leaving 5,273 shares worth $751K. The position accounts for 0.25% of the portfolio, ranked #46.

Rede Wealth first reported a position in DSI in Q4 2020 and has held it in 22 quarters since. The position peaked at $861K in Q4 2025. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Rede Wealth held 5,273 shares of iShares MSCI KLD 400 Social ETF worth $751K as of Q2 2026.
  • Rede Wealth sold 508 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $69.6K.
  • iShares MSCI KLD 400 Social ETF made up 0.25% of Rede Wealth's portfolio in Q2 2026, its #46 holding.
  • Rede Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 22 quarters since.
  • Rede Wealth's iShares MSCI KLD 400 Social ETF position peaked at $861K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

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