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 Q2	$1.33M	Buy	9,364 +19	+0.2%	+$2.6K	0.02%	291
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 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

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

Sagespring Wealth Partners increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.2% in Q2 2026, buying an estimated $2.6K and bringing the position to 9,364 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #291.

Sagespring Wealth Partners first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Sagespring Wealth Partners held 9,364 shares of iShares MSCI KLD 400 Social ETF worth $1.33M as of Q2 2026.
Sagespring Wealth Partners bought 19 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $2.6K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #291 holding.
Sagespring Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

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