UWM
DSI icon

Urban Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Urban Wealth 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
2026
Q2 		$358K Sell
2,514
-105
-4% -$14.4K 0.31% 67
2026
Q1 		$317K Sell
2,619
-138
-5% -$17.6K 0.32% 62
2025
Q4 		$355K Buy
+2,757
New +$352K 0.33% 62

Other funds holding DSI

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Urban Wealth Management's DSI Position: Q2 2026 in Review

Urban Wealth Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 4% in Q2 2026, selling an estimated $14.4K and leaving 2,514 shares worth $358K. The position accounts for 0.31% of the portfolio, ranked #67.

Urban Wealth Management first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Urban Wealth Management held 2,514 shares of iShares MSCI KLD 400 Social ETF worth $358K as of Q2 2026.
  • Urban Wealth Management sold 105 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $14.4K.
  • iShares MSCI KLD 400 Social ETF made up 0.31% of Urban Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Urban Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
  • 294 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.