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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rede Wealth's DSI Position: Q1 2026 in Review

Rede Wealth reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 13% in Q1 2026, selling an estimated $115K and leaving 5,781 shares worth $701K. The position accounts for 0.25% of the portfolio, ranked #44.

Rede Wealth first reported a position in DSI in Q4 2020 and has held it in 21 quarters since. The position peaked at $861K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Rede Wealth held 5,781 shares of iShares MSCI KLD 400 Social ETF worth $701K as of Q1 2026.
  • Rede Wealth sold 901 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $115K.
  • iShares MSCI KLD 400 Social ETF made up 0.25% of Rede Wealth's portfolio in Q1 2026, its #44 holding.
  • Rede Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 21 quarters since.
  • Rede Wealth's iShares MSCI KLD 400 Social ETF position peaked at $861K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.