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Signal Advisors Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Signal Advisors Wealth’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
2025
Q4 		– Sell
-1,940
Closed -$244K – 508
2025
Q3 		$244K Buy
+1,940
New +$235K 0.02% 399

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Signal Advisors Wealth's DSI Position: Q4 2025 in Review

Signal Advisors Wealth sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2025, closing a stake of 1,940 shares — an estimated $244K sold.

Signal Advisors Wealth first reported a position in DSI in Q3 2025 and held it in 1 quarter. The position peaked at $244K in Q3 2025. 617 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

  • Signal Advisors Wealth reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 1,940 iShares MSCI KLD 400 Social ETF shares in Q4 2025, an estimated $244K.
  • Signal Advisors Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2025 and held it in 1 quarter.
  • Signal Advisors Wealth's iShares MSCI KLD 400 Social ETF position peaked at $244K in Q3 2025.
  • 617 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2025.

Based on Signal Advisors Wealth's 13F filing for Q4 2025, filed 13 Jan 2026.