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TrueWealth Financial Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

TrueWealth Financial 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 		– Sell
-30,352
Closed -$3.91M – 76
2025
Q4 		$3.91M Buy
+30,352
New +$3.88M 3.23% 9

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TrueWealth Financial Partners's DSI Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2026, closing a stake of 30,352 shares — an estimated $3.91M sold.

TrueWealth Financial Partners first reported a position in DSI in Q4 2025 and held it in 1 quarter. The position peaked at $3.91M in Q4 2025. 592 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 30,352 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $3.91M.
  • TrueWealth Financial Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's iShares MSCI KLD 400 Social ETF position peaked at $3.91M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.