Smith & Howard Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Smith & Howard Wealth Management’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	$236K	Sell	1,950 -34	-2%	-$4.35K	0.05%	75
2025 Q4	$256K	Sell	1,984 -54	-3%	-$6.9K	0.06%	73
2025 Q3	$257K	Hold	2,038	–	–	0.06%	67
2025 Q2	$237K	Sell	2,038 -40	-2%	-$4.26K	0.06%	73
2025 Q1	$213K	Sell	2,078 -45	-2%	-$4.91K	0.06%	79
2024 Q4	$234K	Hold	2,123	–	–	0.07%	73
2024 Q3	$231K	Sell	2,123 -37	-2%	-$3.88K	0.06%	77
2024 Q2	$224K	Hold	2,160	–	–	0.07%	77
2024 Q1	$218K	Buy	+2,160	New	+$207K	0.07%	77
2023 Q3	–	Sell	-3,505	Closed	-$295K	–	70
2023 Q2	$295K	Sell	3,505 -180	-5%	-$14.3K	0.1%	56
2023 Q1	$287K	Hold	3,685	–	–	0.1%	57
2022 Q4	$265K	Buy	3,685 +600	+19%	+$43.1K	0.1%	57
2022 Q3	$207K	Buy	+3,085	New	+$232K	0.09%	66

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

Smith & Howard Wealth Management's DSI Position: Q1 2026 in Review

Smith & Howard Wealth Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.7% in Q1 2026, selling an estimated $4.35K and leaving 1,950 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #75.

Smith & Howard Wealth Management first reported a position in DSI in Q3 2022 and has held it in 13 quarters since. The position peaked at $295K in Q2 2023. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Smith & Howard Wealth Management held 1,950 shares of iShares MSCI KLD 400 Social ETF worth $236K as of Q1 2026.
Smith & Howard Wealth Management sold 34 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $4.35K.
iShares MSCI KLD 400 Social ETF made up 0.05% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #75 holding.
Smith & Howard Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2022 and has held it in 13 quarters since.
Smith & Howard Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $295K in Q2 2023.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.