Tucker Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Tucker Asset Management’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
2025 Q4	$2.58K	Hold	20	–	–	﹤0.01%	808
2025 Q3	$2.52K	Hold	20	–	–	﹤0.01%	289
2025 Q2	$2.32K	Hold	20	–	–	﹤0.01%	270
2025 Q1	$2.05K	Hold	20	–	–	﹤0.01%	281
2024 Q4	$2.21K	Hold	20	–	–	﹤0.01%	1191
2024 Q3	$2.18K	Hold	20	–	–	﹤0.01%	1152
2024 Q2	$2.08K	Buy	+20	New	+$2K	﹤0.01%	1311

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Tucker Asset Management's DSI Position: Q4 2025 in Review

Tucker Asset Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q4 2025 at 20 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Tucker Asset Management first reported a position in DSI in Q2 2024 and has held it in 7 quarters since. 614 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

Tucker Asset Management held 20 shares of iShares MSCI KLD 400 Social ETF worth $2.58K as of Q4 2025.
Tucker Asset Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q4 2025.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #808 holding.
Tucker Asset Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 7 quarters since.
614 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.