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

Ridgecrest 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	$290K	Hold	2,038	–	–	0.14%	81
2026 Q1	$247K	Hold	2,038	–	–	0.14%	85
2025 Q4	$263K	Hold	2,038	–	–	0.14%	83
2025 Q3	$257K	Hold	2,038	–	–	0.12%	96
2025 Q2	$237K	Hold	2,038	–	–	0.13%	97
2025 Q1	$209K	Sell	2,038 -2	-0.1%	-$218	0.11%	107
2024 Q4	$225K	Hold	2,040	–	–	0.12%	97
2024 Q3	$222K	Hold	2,040	–	–	0.12%	103
2024 Q2	$212K	Hold	2,040	–	–	0.13%	92
2024 Q1	$206K	Buy	+2,040	New	+$195K	0.12%	103
2022 Q1	–	Sell	-2,384	Closed	-$222K	–	112
2021 Q4	$222K	Buy	+2,384	New	+$215K	0.11%	110

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

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

Ridgecrest Wealth Partners held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 2,038 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #81.

Ridgecrest Wealth Partners first reported a position in DSI in Q4 2021 and has held it in 11 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Ridgecrest Wealth Partners held 2,038 shares of iShares MSCI KLD 400 Social ETF worth $290K as of Q2 2026.
Ridgecrest Wealth Partners left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.14% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #81 holding.
Ridgecrest Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 11 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.