SWP
DSI icon

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

Sagespring 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
Q1 		$1.13M Sell
9,345
-755
-7% -$96.5K 0.02% 294
2025
Q4 		$1.3M Buy
10,100
+935
+10% +$119K 0.02% 258
2025
Q3 		$1.15M Buy
9,165
+694
+8% +$83.9K 0.02% 276
2025
Q2 		$984K Buy
8,471
+634
+8% +$67.5K 0.02% 284
2025
Q1 		$803K Buy
7,837
+567
+8% +$61.9K 0.02% 283
2024
Q4 		$801K Buy
+7,270
New +$812K 0.02% 258

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 $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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