Salomon & Ludwin’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Salomon & Ludwin’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	$66.2K	Buy	541 +67	+14%	+$8.57K	0.01%	372
2025 Q4	$61.5K	Hold	474	–	–	0.01%	353
2025 Q3	$60.1K	Hold	474	–	–	0.01%	339
2025 Q2	$55.3K	Hold	474	–	–	0.01%	257
2025 Q1	$48.5K	Buy	474 +63	+15%	+$6.87K	0.01%	253
2024 Q4	$45.3K	Hold	411	–	–	﹤0.01%	255
2024 Q3	$44.7K	Hold	411	–	–	﹤0.01%	268
2024 Q2	$42.7K	Sell	411 -1,994	-83%	-$200K	﹤0.01%	275
2024 Q1	$242K	Buy	2,405 +81	+3%	+$7.75K	0.02%	167
2023 Q4	$189K	Hold	2,324	–	–	0.02%	175
2023 Q3	$189K	Buy	+2,324	New	+$197K	0.02%	175

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Salomon & Ludwin's DSI Position: Q1 2026 in Review

Salomon & Ludwin increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 14% in Q1 2026, buying an estimated $8.57K and bringing the position to 541 shares worth $66.2K. The position accounts for 0.01% of the portfolio, ranked #372.

Salomon & Ludwin first reported a position in DSI in Q3 2023 and has held it in 11 quarters since. The position peaked at $242K in Q1 2024. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Salomon & Ludwin held 541 shares of iShares MSCI KLD 400 Social ETF worth $66.2K as of Q1 2026.
Salomon & Ludwin bought 67 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $8.57K.
iShares MSCI KLD 400 Social ETF made up 0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #372 holding.
Salomon & Ludwin first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2023 and has held it in 11 quarters since.
Salomon & Ludwin's iShares MSCI KLD 400 Social ETF position peaked at $242K in Q1 2024.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.