SP
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Sequent Planning’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Sequent Planning’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 		– Sell
-1,683
Closed -$217K – 246
2025
Q4 		$217K Sell
1,683
-222
-12% -$28.4K 0.06% 214
2025
Q3 		$240K Sell
1,905
-32
-2% -$3.87K 0.07% 178
2025
Q2 		$225K Buy
+1,937
New +$206K 0.07% 151
2025
Q1 		– Sell
-1,937
Closed -$214K – 148
2024
Q4 		$214K Buy
+1,937
New +$216K 0.08% 135

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 $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Sequent Planning's DSI Position: Q1 2026 in Review

Sequent Planning sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2026, closing a stake of 1,683 shares — an estimated $217K sold.

Sequent Planning first reported a position in DSI in Q4 2024 and held it in 4 quarters. The position peaked at $240K in Q3 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Sequent Planning reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2026 after selling out during the quarter.
  • Sequent Planning sold 1,683 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $217K.
  • Sequent Planning first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and held it in 4 quarters.
  • Sequent Planning's iShares MSCI KLD 400 Social ETF position peaked at $240K in Q3 2025.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.