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

Strategic Wealth Partners’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	$6.06K	Hold	50	–	–	﹤0.01%	997
2025 Q4	$6.44K	Buy	+50	New	+$6.39K	﹤0.01%	1006
2025 Q3	–	Sell	-2	Closed	-$186	–	1333
2025 Q2	$186	Buy	+2	New	+$213	﹤0.01%	1103
2019 Q2	–	Sell	-178	Closed	-$10K	–	750
2019 Q1	$10K	Hold	178	–	–	﹤0.01%	522
2018 Q4	$9K	Hold	178	–	–	﹤0.01%	513
2018 Q3	$10K	Hold	178	–	–	0.01%	476
2018 Q2	$9K	Hold	178	–	–	0.01%	583
2018 Q1	$9K	Buy	178 +106	+147%	+$5.35K	﹤0.01%	569
2017 Q4	$4K	Buy	+72	New	+$3.46K	﹤0.01%	627

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

Strategic Wealth Partners's DSI Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 50 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Strategic Wealth Partners first reported a position in DSI in Q4 2017 and has held it in 9 quarters since. The position peaked at $10K in Q1 2019. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Strategic Wealth Partners held 50 shares of iShares MSCI KLD 400 Social ETF worth $6.06K as of Q1 2026.
Strategic Wealth Partners left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #997 holding.
Strategic Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2017 and has held it in 9 quarters since.
Strategic Wealth Partners's iShares MSCI KLD 400 Social ETF position peaked at $10K in Q1 2019.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.