Wealth Enhancement Advisory Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Wealth Enhancement Advisory Services’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	$4.35M	Buy	30,473 +17,057	+127%	+$2.34M	0.01%	1097
2026 Q1	$1.64M	Sell	13,416 -8,579	-39%	-$1.1M	﹤0.01%	1504
2025 Q4	$2.87M	Sell	21,995 -816	-4%	-$104K	﹤0.01%	1325
2025 Q3	$2.89M	Buy	22,811 +2,575	+13%	+$311K	﹤0.01%	1241
2025 Q2	$2.38M	Sell	20,236 -442	-2%	-$47.1K	﹤0.01%	1267
2025 Q1	$2.12M	Sell	20,678 -3,289	-14%	-$359K	﹤0.01%	1215
2024 Q4	$2.64M	Buy	23,967 +7,176	+43%	+$802K	0.01%	1047
2024 Q3	$1.83M	Sell	16,791 -3,408	-17%	-$357K	﹤0.01%	1098
2024 Q2	$2.1M	Buy	20,199 +1,467	+8%	+$147K	0.01%	962
2024 Q1	$1.89M	Sell	18,732 -384	-2%	-$36.7K	﹤0.01%	967
2023 Q4	$1.74M	Sell	19,116 -11,627	-38%	-$986K	0.01%	947
2023 Q3	$2.5M	Buy	+30,743	New	+$2.61M	0.01%	783
2022 Q3	–	Sell	-35,548	Closed	-$2.64M	–	337
2022 Q2	$2.64M	Buy	35,548 +3,890	+12%	+$303K	0.04%	185
2022 Q1	$2.77M	Buy	31,658 +4,462	+16%	+$383K	0.04%	170
2021 Q4	$2.35M	Buy	27,196 +15,082	+125%	+$1.36M	0.03%	162
2021 Q3	$1.09M	Buy	+12,114	New	+$1.04M	0.02%	208

Other funds holding DSI

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services's DSI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 127% in Q2 2026, buying an estimated $2.34M and bringing the position to 30,473 shares worth $4.35M. The position accounts for 0.01% of the portfolio, ranked #1097.

Wealth Enhancement Advisory Services first reported a position in DSI in Q3 2021 and has held it in 16 quarters since. 197 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Wealth Enhancement Advisory Services held 30,473 shares of iShares MSCI KLD 400 Social ETF worth $4.35M as of Q2 2026.
Wealth Enhancement Advisory Services bought 17,057 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $2.34M.
iShares MSCI KLD 400 Social ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1097 holding.
Wealth Enhancement Advisory Services first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2021 and has held it in 16 quarters since.
197 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.