W.H. Cornerstone Investments’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

W.H. Cornerstone Investments’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	$489K	Buy	3,437 +35	+1%	+$4.8K	0.28%	71
2026 Q1	$412K	Sell	3,402 -182	-5%	-$23.3K	0.26%	72
2025 Q4	$462K	Buy	3,584 +10	+0.3%	+$1.28K	0.28%	72
2025 Q3	$450K	Sell	3,574 -38	-1%	-$4.59K	0.27%	76
2025 Q2	$420K	Buy	3,612 +30	+0.8%	+$3.19K	0.27%	76
2025 Q1	$367K	Buy	3,582 +3	+0.1%	+$327	0.25%	86
2024 Q4	$395K	Buy	3,579 +11	+0.3%	+$1.23K	0.26%	86
2024 Q3	$388K	Sell	3,568 -64	-2%	-$6.71K	0.26%	78
2024 Q2	$377K	Buy	3,632 +8	+0.2%	+$800	0.27%	82
2024 Q1	$365K	Sell	3,624 -48	-1%	-$4.59K	0.26%	87
2023 Q4	$334K	Buy	3,672 +27	+0.7%	+$2.29K	0.26%	94
2023 Q3	$297K	Buy	3,645 +230	+7%	+$19.5K	0.26%	93
2023 Q2	$287K	Sell	3,415 -84	-2%	-$6.68K	0.26%	93
2023 Q1	$273K	Sell	3,499 -144	-4%	-$10.9K	0.25%	96
2022 Q4	$273K	Buy	3,643 +22	+0.6%	+$1.58K	0.26%	95
2022 Q3	$241K	Buy	+3,621	New	+$272K	0.25%	95

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

W.H. Cornerstone Investments's DSI Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 1% in Q2 2026, buying an estimated $4.8K and bringing the position to 3,437 shares worth $489K. The position accounts for 0.28% of the portfolio, ranked #71.

W.H. Cornerstone Investments first reported a position in DSI in Q3 2022 and has held it in 16 quarters since. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

W.H. Cornerstone Investments held 3,437 shares of iShares MSCI KLD 400 Social ETF worth $489K as of Q2 2026.
W.H. Cornerstone Investments bought 35 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $4.8K.
iShares MSCI KLD 400 Social ETF made up 0.28% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #71 holding.
W.H. Cornerstone Investments first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2022 and has held it in 16 quarters since.
636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.