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

Stratos 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	$282K	Hold	2,328	–	–	﹤0.01%	1357
2025 Q4	$300K	Sell	2,328 -2	-0.1%	-$255	﹤0.01%	1288
2025 Q3	$293K	Sell	2,330 -103	-4%	-$12.5K	﹤0.01%	1262
2025 Q2	$283K	Sell	2,433 -51	-2%	-$5.43K	﹤0.01%	1164
2025 Q1	$254K	Buy	2,484 +17	+0.7%	+$1.85K	﹤0.01%	1165
2024 Q4	$272K	Sell	2,467 -4	-0.2%	-$447	﹤0.01%	1189
2024 Q3	$269K	Buy	2,471 +72	+3%	+$7.55K	﹤0.01%	1203
2024 Q2	$249K	Hold	2,399	–	–	﹤0.01%	1166
2024 Q1	$242K	Sell	2,399 -2	-0.1%	-$191	﹤0.01%	1194
2023 Q4	$219K	Buy	+2,401	New	+$204K	﹤0.01%	1233

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

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

Stratos Wealth Partners held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 2,328 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Stratos Wealth Partners first reported a position in DSI in Q4 2023 and has held it in 10 quarters since. The position peaked at $300K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Stratos Wealth Partners held 2,328 shares of iShares MSCI KLD 400 Social ETF worth $282K as of Q1 2026.
Stratos 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 Stratos Wealth Partners's portfolio in Q1 2026, its #1357 holding.
Stratos Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 10 quarters since.
Stratos Wealth Partners's iShares MSCI KLD 400 Social ETF position peaked at $300K in Q4 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.