SS
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Sound Stewardship’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Sound Stewardship’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
-1,710
Closed -$215K – 67
2025
Q3 		$215K Buy
+1,710
New +$207K 0.1% 65

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Sound Stewardship's DSI Position: Q4 2025 in Review

Sound Stewardship sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2025, closing a stake of 1,710 shares — an estimated $215K sold.

Sound Stewardship first reported a position in DSI in Q3 2025 and held it in 1 quarter. The position peaked at $215K in Q3 2025. 615 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

  • Sound Stewardship reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2025 after selling out during the quarter.
  • Sound Stewardship sold 1,710 iShares MSCI KLD 400 Social ETF shares in Q4 2025, an estimated $215K.
  • Sound Stewardship first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2025 and held it in 1 quarter.
  • Sound Stewardship's iShares MSCI KLD 400 Social ETF position peaked at $215K in Q3 2025.
  • 615 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2025.

Based on Sound Stewardship's 13F filing for Q4 2025, filed 30 Jan 2026.