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

Simplicity 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
Q2 		– Sell
-2,368
Closed -$242K – 613
2025
Q1 		$242K Buy
+2,368
New +$258K 0.02% 475
2024
Q4 		– Sell
-2,022
Closed -$220K – 388
2024
Q3 		$220K Sell
2,022
-98
-5% -$10.3K 0.02% 461
2024
Q2 		$220K Buy
2,120
+102
+5% +$10.2K 0.01% 1070
2024
Q1 		$203K Buy
+2,018
New +$193K ﹤0.01% 1067

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 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Simplicity Wealth's DSI Position: Q2 2025 in Review

Simplicity Wealth sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2025, closing a stake of 2,368 shares — an estimated $242K sold.

Simplicity Wealth first reported a position in DSI in Q1 2024 and held it in 4 quarters. The position peaked at $242K in Q1 2025. 560 funds tracked by Wall St. Rank hold DSI as of Q2 2025.

  • Simplicity Wealth reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2025 after selling out during the quarter.
  • Simplicity Wealth sold 2,368 iShares MSCI KLD 400 Social ETF shares in Q2 2025, an estimated $242K.
  • Simplicity Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and held it in 4 quarters.
  • Simplicity Wealth's iShares MSCI KLD 400 Social ETF position peaked at $242K in Q1 2025.
  • 560 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2025.

Based on Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.