WBH Advisory’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
Other funds holding DSI
IAS
NAMM
GRP
PAS
WBH Advisory's DSI Position: Q2 2026 in Review
WBH Advisory increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.46% in Q2 2026, buying an estimated $1.92K and bringing the position to 3,052 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #269.
WBH Advisory first reported a position in DSI in Q4 2023 and has held it in 11 quarters since. 467 funds tracked by Wall St. Rank hold DSI as of Q2 2026.
- WBH Advisory held 3,052 shares of iShares MSCI KLD 400 Social ETF worth $435K as of Q2 2026.
- WBH Advisory bought 14 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $1.92K.
- iShares MSCI KLD 400 Social ETF made up 0.03% of WBH Advisory's portfolio in Q2 2026, its #269 holding.
- WBH Advisory first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 11 quarters since.
- 467 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.
Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.