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

WealthShield 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
Q1 		$603K Sell
4,973
-213
-4% -$27.2K 0.07% 227
2025
Q4 		$668K Sell
5,186
-198
-4% -$25.3K 0.07% 220
2025
Q3 		$678K Sell
5,384
-40
-0.7% -$4.84K 0.08% 210
2025
Q2 		$630K Sell
5,424
-145
-3% -$15.4K 0.08% 212
2025
Q1 		$570K Sell
5,569
-709
-11% -$77.4K 0.07% 211
2024
Q4 		$692K Sell
6,278
-126
-2% -$14.1K 0.1% 185
2024
Q3 		$697K Sell
6,404
-100
-2% -$10.5K 0.09% 185
2024
Q2 		$675K Sell
6,504
-417
-6% -$41.7K 0.1% 176
2024
Q1 		$698K Sell
6,921
-54
-0.8% -$5.17K 0.11% 173
2023
Q4 		$635K Sell
6,975
-309
-4% -$26.2K 0.1% 183
2023
Q3 		$595K Sell
7,284
-257
-3% -$21.8K 0.09% 195
2023
Q2 		$635K Buy
7,541
+302
+4% +$24K 0.1% 189
2023
Q1 		$565K Sell
7,239
-56
-0.8% -$4.23K 0.09% 195
2022
Q4 		$524K Sell
7,295
-123
-2% -$8.84K 0.1% 185
2022
Q3 		$497K Hold
7,418
– – 0.1% 197
2022
Q2 		$533K Buy
7,418
+191
+3% +$14.9K 0.11% 189
2022
Q1 		$626K Sell
7,227
-5,196
-42% -$446K 0.1% 204
2021
Q4 		$1.15M Buy
+12,423
New +$1.12M 0.19% 115
2021
Q3 		– Sell
-279
Closed -$23K – 355
2021
Q2 		$23K Sell
279
-234
-46% -$18.8K ﹤0.01% 629
2021
Q1 		$39K Buy
+513
New +$38K 0.01% 505
2020
Q4 		– Sell
-452
Closed -$29K – 307
2020
Q3 		$29K Hold
452
– – 0.01% 322
2020
Q2 		$27K Buy
452
+212
+88% +$11.8K 0.01% 274
2020
Q1 		$12K Buy
+240
New +$13.8K 0.01% 221

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WealthShield Partners's DSI Position: Q1 2026 in Review

WealthShield Partners reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 4.1% in Q1 2026, selling an estimated $27.2K and leaving 4,973 shares worth $603K. The position accounts for 0.07% of the portfolio, ranked #227.

WealthShield Partners first reported a position in DSI in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q4 2021. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • WealthShield Partners held 4,973 shares of iShares MSCI KLD 400 Social ETF worth $603K as of Q1 2026.
  • WealthShield Partners sold 213 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $27.2K.
  • iShares MSCI KLD 400 Social ETF made up 0.07% of WealthShield Partners's portfolio in Q1 2026, its #227 holding.
  • WealthShield Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2020 and has held it in 23 quarters since.
  • WealthShield Partners's iShares MSCI KLD 400 Social ETF position peaked at $1.15M in Q4 2021.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.