TWP
DSI icon

Tempus Wealth Planning’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Tempus Wealth Planning’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 		$2.1M Sell
14,726
-104
-0.7% -$14.3K 0.41% 67
2026
Q1 		$1.8M Buy
14,830
+94
+0.6% +$12K 0.41% 68
2025
Q4 		$1.9M Sell
14,736
-238
-2% -$30.4K 0.44% 55
2025
Q3 		$1.89M Sell
14,974
-1,680
-10% -$203K 0.43% 55
2025
Q2 		$1.93M Sell
16,654
-87
-0.5% -$9.27K 0.48% 56
2025
Q1 		$1.71M Buy
16,741
+3,210
+24% +$350K 0.51% 54
2024
Q4 		$1.49M Buy
13,531
+136
+1% +$15.2K 0.46% 58
2024
Q3 		$1.46M Buy
13,395
+169
+1% +$17.7K 0.53% 50
2024
Q2 		$1.37M Buy
13,226
+567
+4% +$56.7K 0.57% 47
2024
Q1 		$1.28M Sell
12,659
-224
-2% -$21.4K 0.56% 45
2023
Q4 		$1.17M Sell
12,883
-662
-5% -$56.2K 0.52% 60
2023
Q3 		$1.1M Sell
13,545
-95
-0.7% -$8.05K 0.55% 44
2023
Q2 		$1.15M Buy
13,640
+282
+2% +$22.4K 0.52% 57
2023
Q1 		$1.04M Sell
13,358
-296
-2% -$22.4K 0.51% 52
2022
Q4 		$980K Buy
13,654
+1,850
+16% +$133K 0.6% 52
2022
Q3 		$791K Sell
11,804
-1,288
-10% -$96.7K 0.53% 52
2022
Q2 		$941K Sell
13,092
-794
-6% -$61.8K 0.77% 34
2022
Q1 		$1.2M Buy
13,886
+49
+0.4% +$4.2K 0.86% 32
2021
Q4 		$1.29M Sell
13,837
-551
-4% -$49.7K 0.69% 37
2021
Q3 		$1.2M Buy
14,388
+483
+3% +$41.3K 0.68% 39
2021
Q2 		$1.15M Buy
13,905
+1,436
+12% +$116K 0.76% 35
2021
Q1 		$952K Buy
12,469
+1,027
+9% +$76K 1.01% 30
2020
Q4 		$819K Sell
11,442
-74
-0.6% -$5.01K 1.06% 19
2020
Q3 		$737K Sell
11,516
-284
-2% -$17.9K 1.07% 17
2020
Q2 		$696K Sell
11,800
-28
-0.2% -$1.56K 1.04% 18
2020
Q1 		$576K Buy
11,828
+1,038
+10% +$59.6K 0.94% 22
2019
Q4 		$648K Buy
+10,790
New +$620K 0.57% 28

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Tempus Wealth Planning's DSI Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.7% in Q2 2026, selling an estimated $14.3K and leaving 14,726 shares worth $2.1M. The position accounts for 0.41% of the portfolio, ranked #67.

Tempus Wealth Planning first reported a position in DSI in Q4 2019 and has held it in 27 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Tempus Wealth Planning held 14,726 shares of iShares MSCI KLD 400 Social ETF worth $2.1M as of Q2 2026.
  • Tempus Wealth Planning sold 104 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $14.3K.
  • iShares MSCI KLD 400 Social ETF made up 0.41% of Tempus Wealth Planning's portfolio in Q2 2026, its #67 holding.
  • Tempus Wealth Planning first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and has held it in 27 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.