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

Wealth Architects’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
Q3 		– Sell
-3,662
Closed -$425K – 238
2025
Q2 		$425K Hold
3,662
– – 0.04% 151
2025
Q1 		$375K Hold
3,662
– – 0.04% 157
2024
Q4 		$404K Hold
3,662
– – 0.05% 144
2024
Q3 		$398K Sell
3,662
-2,390
-39% -$251K 0.05% 140
2024
Q2 		$628K Buy
6,052
+2,860
+90% +$286K 0.08% 106
2024
Q1 		$322K Buy
+3,192
New +$305K 0.04% 153

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealth Architects's DSI Position: Q3 2025 in Review

Wealth Architects sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2025, closing a stake of 3,662 shares — an estimated $425K sold.

Wealth Architects first reported a position in DSI in Q1 2024 and held it in 6 quarters. The position peaked at $628K in Q2 2024. 561 funds tracked by Wall St. Rank hold DSI as of Q3 2025.

  • Wealth Architects reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2025 after selling out during the quarter.
  • Wealth Architects sold 3,662 iShares MSCI KLD 400 Social ETF shares in Q3 2025, an estimated $425K.
  • Wealth Architects first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and held it in 6 quarters.
  • Wealth Architects's iShares MSCI KLD 400 Social ETF position peaked at $628K in Q2 2024.
  • 561 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2025.

Based on Wealth Architects's 13F filing for Q3 2025, filed 13 Nov 2025.