SW
DSI icon

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 $1.66T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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