Wealthcare Advisory Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Wealthcare Advisory 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	$7.06M	Buy	49,560 +3,360	+7%	+$460K	0.13%	143
2026 Q1	$5.6M	Sell	46,200 -1,158	-2%	-$148K	0.11%	167
2025 Q4	$6.1M	Sell	47,358 -1,257	-3%	-$161K	0.12%	151
2025 Q3	$6.12M	Sell	48,615 -2,579	-5%	-$312K	0.13%	141
2025 Q2	$5.95M	Buy	51,194 +2,971	+6%	+$316K	0.14%	134
2025 Q1	$4.94M	Buy	48,223 +6,281	+15%	+$685K	0.13%	136
2024 Q4	$4.62M	Buy	41,942 +1,708	+4%	+$191K	0.13%	145
2024 Q3	$4.38M	Sell	40,234 -4,466	-10%	-$468K	0.12%	147
2024 Q2	$4.64M	Sell	44,700 -1,824	-4%	-$183K	0.15%	122
2024 Q1	$4.69M	Buy	46,524 +1,456	+3%	+$139K	0.15%	115
2023 Q4	$4.1M	Sell	45,068 -7,323	-14%	-$621K	0.16%	108
2023 Q3	$4.27M	Sell	52,391 -10,178	-16%	-$863K	0.2%	91
2023 Q2	$5.27M	Sell	62,569 -26,497	-30%	-$2.11M	0.24%	78
2023 Q1	$6.95M	Buy	89,066 +20,511	+30%	+$1.55M	0.3%	63
2022 Q4	$4.92M	Sell	68,555 -5,537	-7%	-$398K	0.24%	83
2022 Q3	$4.96M	Buy	74,092 +13,531	+22%	+$1.02M	0.28%	75
2022 Q2	$4.35M	Buy	60,561 +6,041	+11%	+$471K	0.26%	64
2022 Q1	$4.72M	Buy	54,520 +26,516	+95%	+$2.27M	0.29%	51
2021 Q4	$2.6M	Buy	28,004 +10,492	+60%	+$946K	0.16%	82
2021 Q3	$1.46M	Sell	17,512 -2,686	-13%	-$230K	0.1%	137
2021 Q2	$1.67M	Buy	20,198 +1,195	+6%	+$96.2K	0.11%	120
2021 Q1	$1.45M	Buy	19,003 +4,500	+31%	+$333K	0.11%	123
2020 Q4	$1.04M	Buy	14,503 +5,779	+66%	+$392K	0.09%	143
2020 Q3	$558K	Buy	8,724 +1,416	+19%	+$89.4K	0.06%	187
2020 Q2	$431K	Buy	7,308 +1,632	+29%	+$90.7K	0.05%	193
2020 Q1	$276K	Buy	5,676 +514	+10%	+$29.5K	0.04%	226
2019 Q4	$310K	Buy	5,162 +60	+1%	+$3.45K	0.04%	236
2019 Q3	$283K	Hold	5,102	–	–	0.04%	222
2019 Q2	$279K	Buy	5,102 +64	+1%	+$3.44K	0.04%	214
2019 Q1	$266K	Buy	5,038 +2,440	+94%	+$124K	0.05%	202
2018 Q4	$121K	Sell	2,598 -400	-13%	-$19.8K	0.02%	278
2018 Q3	$160K	Buy	2,998 +154	+5%	+$8.11K	0.03%	257
2018 Q2	$144K	Sell	2,844 -954	-25%	-$47.9K	0.03%	266
2018 Q1	$186K	Buy	3,798 +954	+34%	+$48.1K	0.04%	201
2017 Q4	$140K	Buy	+2,844	New	+$136K	0.04%	219

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GCG

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

NCM

Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return

MFA

McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

Wealthcare Advisory Partners's DSI Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 7.3% in Q2 2026, buying an estimated $460K and bringing the position to 49,560 shares worth $7.06M. The position accounts for 0.13% of the portfolio, ranked #143.

Wealthcare Advisory Partners first reported a position in DSI in Q4 2017 and has held it in 35 quarters since. 117 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Wealthcare Advisory Partners held 49,560 shares of iShares MSCI KLD 400 Social ETF worth $7.06M as of Q2 2026.
Wealthcare Advisory Partners bought 3,360 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $460K.
iShares MSCI KLD 400 Social ETF made up 0.13% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #143 holding.
Wealthcare Advisory Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2017 and has held it in 35 quarters since.
117 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.