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 Q2	–	Sell	-50	Closed	-$6.06K	–	1489
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 $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Strategic Wealth Partners's DSI Position: Q2 2026 in Review

Strategic Wealth Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026, closing a stake of 50 shares — an estimated $6.06K sold.

Strategic Wealth Partners first reported a position in DSI in Q4 2017 and held it in 9 quarters. The position peaked at $10K in Q1 2019. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Strategic Wealth Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2026 after selling out during the quarter.
Strategic Wealth Partners sold 50 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $6.06K.
Strategic Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2017 and held it in 9 quarters.
Strategic Wealth Partners's iShares MSCI KLD 400 Social ETF position peaked at $10K in Q1 2019.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.