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

RWA 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	$569K	Sell	3,995 -800	-17%	-$110K	0.01%	449
2026 Q1	$581K	Sell	4,795 -700	-13%	-$89.5K	0.01%	430
2025 Q4	$708K	Sell	5,495 -1,912	-26%	-$244K	0.01%	384
2025 Q3	$933K	Sell	7,407 -639	-8%	-$77.3K	0.01%	356
2025 Q2	$935K	Sell	8,046 -756	-9%	-$80.5K	0.01%	338
2025 Q1	$901K	Sell	8,802 -203	-2%	-$22.1K	0.01%	340
2024 Q4	$993K	Buy	9,005 +393	+5%	+$43.9K	0.01%	327
2024 Q3	$937K	Buy	8,612 +193	+2%	+$20.2K	0.01%	331
2024 Q2	$874K	Buy	8,419 +920	+12%	+$92.1K	0.01%	323
2024 Q1	$756K	Sell	7,499 -775	-9%	-$74.1K	0.01%	340
2023 Q4	$753K	Buy	+8,274	New	+$702K	0.01%	327
2020 Q4	–	Sell	-31,092	Closed	-$1.99M	–	232
2020 Q3	$1.99M	Buy	31,092 +126	+0.4%	+$7.96K	0.21%	83
2020 Q2	$1.83M	Buy	30,966 +678	+2%	+$37.7K	0.22%	80
2020 Q1	$1.48M	Buy	30,288 +1,298	+4%	+$74.5K	0.21%	80
2019 Q4	$1.74M	Buy	28,990 +9,070	+46%	+$521K	0.17%	96
2019 Q3	$1.1M	Buy	19,920 +650	+3%	+$35.9K	0.12%	113
2019 Q2	$1.05M	Buy	19,270 +10,472	+119%	+$563K	0.11%	114
2019 Q1	$464K	Buy	+8,798	New	+$446K	0.05%	161
2018 Q3	–	Sell	-1,162	Closed	-$59K	–	357
2018 Q2	$59K	Hold	1,162	–	–	0.01%	381
2018 Q1	$57K	Buy	+1,162	New	+$58.6K	0.01%	321

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

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

RWA Wealth Partners reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 17% in Q2 2026, selling an estimated $110K and leaving 3,995 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #449.

RWA Wealth Partners first reported a position in DSI in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.99M in Q3 2020. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

RWA Wealth Partners held 3,995 shares of iShares MSCI KLD 400 Social ETF worth $569K as of Q2 2026.
RWA Wealth Partners sold 800 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $110K.
iShares MSCI KLD 400 Social ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #449 holding.
RWA Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2018 and has held it in 20 quarters since.
RWA Wealth Partners's iShares MSCI KLD 400 Social ETF position peaked at $1.99M in Q3 2020.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

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