WHCI
DSI icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

W.H. Cornerstone Investments's DSI Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 5.1% in Q1 2026, selling an estimated $23.3K and leaving 3,402 shares worth $412K. The position accounts for 0.26% of the portfolio, ranked #72.

W.H. Cornerstone Investments first reported a position in DSI in Q3 2022 and has held it in 15 quarters since. The position peaked at $462K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • W.H. Cornerstone Investments held 3,402 shares of iShares MSCI KLD 400 Social ETF worth $412K as of Q1 2026.
  • W.H. Cornerstone Investments sold 182 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $23.3K.
  • iShares MSCI KLD 400 Social ETF made up 0.26% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #72 holding.
  • W.H. Cornerstone Investments first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2022 and has held it in 15 quarters since.
  • W.H. Cornerstone Investments's iShares MSCI KLD 400 Social ETF position peaked at $462K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.