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

Wealth Management Partners’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	$1.25M	Sell	8,798 -206	-2%	-$28.2K	0.29%	66
2026 Q1	$1.09M	Sell	9,004 -1,864	-17%	-$238K	0.31%	68
2025 Q4	$1.4M	Hold	10,868	–	–	0.4%	52
2025 Q3	$1.37M	Sell	10,868 -2	-0%	-$242	0.43%	51
2025 Q2	$1.27M	Buy	10,870 +65	+0.6%	+$6.92K	0.45%	49
2025 Q1	$1.11M	Hold	10,805	–	–	0.51%	44
2024 Q4	$1.19M	Sell	10,805 -2	-0%	-$223	0.51%	44
2024 Q3	$1.18M	Sell	10,807 -551	-5%	-$57.8K	0.55%	39
2024 Q2	$1.18M	Buy	11,358 +325	+3%	+$32.5K	0.57%	39
2024 Q1	$1.11M	Hold	11,033	–	–	0.56%	41
2023 Q4	$1M	Hold	11,033	–	–	0.56%	42
2023 Q3	$898K	Buy	11,033 +649	+6%	+$55K	0.56%	39
2023 Q2	$874K	Sell	10,384 -132	-1%	-$10.5K	0.55%	42
2023 Q1	$820K	Sell	10,516 -484	-4%	-$36.6K	0.57%	39
2022 Q4	$760K	Sell	11,000 -1,000	-8%	-$71.9K	0.63%	40
2022 Q3	$840K	Sell	12,000 -1,000	-8%	-$75.1K	0.74%	33
2022 Q2	$946K	Sell	13,000 -3,000	-19%	-$234K	0.83%	32
2022 Q1	$1.39M	Hold	16,000	–	–	0.99%	22
2021 Q4	$1.49M	Sell	16,000 -162	-1%	-$14.6K	1.02%	20
2021 Q3	$1.34M	Sell	16,162 -1,534	-9%	-$131K	1%	22
2021 Q2	$1.47M	Buy	17,696 +898	+5%	+$72.3K	1.02%	23
2021 Q1	$1.31M	Sell	16,798 -492	-3%	-$36.4K	0.98%	27
2020 Q4	$1.27M	Buy	+17,290	New	+$1.17M	0.99%	24

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

Wealth Management Partners's DSI Position: Q2 2026 in Review

Wealth Management Partners reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.3% in Q2 2026, selling an estimated $28.2K and leaving 8,798 shares worth $1.25M. The position accounts for 0.29% of the portfolio, ranked #66.

Wealth Management Partners first reported a position in DSI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.49M in Q4 2021. 632 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Wealth Management Partners held 8,798 shares of iShares MSCI KLD 400 Social ETF worth $1.25M as of Q2 2026.
Wealth Management Partners sold 206 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $28.2K.
iShares MSCI KLD 400 Social ETF made up 0.29% of Wealth Management Partners's portfolio in Q2 2026, its #66 holding.
Wealth Management Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 23 quarters since.
Wealth Management Partners's iShares MSCI KLD 400 Social ETF position peaked at $1.49M in Q4 2021.
632 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.