Wealthfront Advisers
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Wealthfront Advisers’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Wealthfront Advisers’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 		$5.25M Buy
36,839
+5,291
+17% +$725K 0.01% 432
2026
Q1 		$3.82M Buy
31,548
+5,046
+19% +$645K 0.01% 477
2025
Q4 		$3.41M Sell
26,502
-5,315
-17% -$679K 0.01% 485
2025
Q3 		$4.01M Buy
31,817
+11,394
+56% +$1.38M 0.01% 436
2025
Q2 		$2.37M Sell
20,423
-88
-0.4% -$9.37K 0.01% 537
2025
Q1 		$2.1M Sell
20,511
-5,175
-20% -$565K 0.01% 524
2024
Q4 		$2.83M Buy
25,686
+4,926
+24% +$550K 0.01% 447
2024
Q3 		$2.26M Buy
20,760
+351
+2% +$36.8K 0.01% 475
2024
Q2 		$2.12M Buy
20,409
+930
+5% +$93.1K 0.01% 468
2024
Q1 		$1.96M Buy
19,479
+1,719
+10% +$164K 0.01% 488
2023
Q4 		$1.62M Buy
17,760
+621
+4% +$52.7K 0.01% 508
2023
Q3 		$1.4M Buy
17,139
+10
+0.1% +$848 0.01% 496
2023
Q2 		$1.44M Sell
17,129
-965
-5% -$76.7K 0.01% 485
2023
Q1 		$1.41M Sell
18,094
-619
-3% -$46.8K 0.01% 471
2022
Q4 		$1.34M Sell
18,713
-2,231
-11% -$160K 0.01% 471
2022
Q3 		$1.4M Buy
20,944
+1,677
+9% +$126K 0.01% 434
2022
Q2 		$1.39M Buy
19,267
+2,389
+14% +$186K 0.01% 439
2022
Q1 		$1.46M Buy
16,878
+8,198
+94% +$703K 0.01% 461
2021
Q4 		$807K Buy
8,680
+2,890
+50% +$261K ﹤0.01% 517
2021
Q3 		$482K Buy
+5,790
New +$495K ﹤0.01% 564

Other funds holding DSI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthfront Advisers's DSI Position: Q2 2026 in Review

Wealthfront Advisers increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 17% in Q2 2026, buying an estimated $725K and bringing the position to 36,839 shares worth $5.25M. The position accounts for 0.01% of the portfolio, ranked #432.

Wealthfront Advisers first reported a position in DSI in Q3 2021 and has held it in 20 quarters since. 521 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Wealthfront Advisers held 36,839 shares of iShares MSCI KLD 400 Social ETF worth $5.25M as of Q2 2026.
  • Wealthfront Advisers bought 5,291 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $725K.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #432 holding.
  • Wealthfront Advisers first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2021 and has held it in 20 quarters since.
  • 521 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.