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

Wealthspan 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
2025
Q1 		– Sell
-2,143
Closed -$236K – 114
2024
Q4 		$236K Buy
2,143
+5
+0.2% +$559 0.11% 98
2024
Q3 		$233K Buy
2,138
+5
+0.2% +$524 0.11% 100
2024
Q2 		$222K Buy
2,133
+3
+0.1% +$300 0.12% 96
2024
Q1 		$215K Buy
+2,130
New +$204K 0.13% 93

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Wealthspan Partners's DSI Position: Q1 2025 in Review

Wealthspan Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2025, closing a stake of 2,143 shares — an estimated $236K sold.

Wealthspan Partners first reported a position in DSI in Q1 2024 and held it in 4 quarters. The position peaked at $236K in Q4 2024. 546 funds tracked by Wall St. Rank hold DSI as of Q1 2025.

  • Wealthspan Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2025 after selling out during the quarter.
  • Wealthspan Partners sold 2,143 iShares MSCI KLD 400 Social ETF shares in Q1 2025, an estimated $236K.
  • Wealthspan Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and held it in 4 quarters.
  • Wealthspan Partners's iShares MSCI KLD 400 Social ETF position peaked at $236K in Q4 2024.
  • 546 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2025.

Based on Wealthspan Partners's 13F filing for Q1 2025, filed 21 Apr 2025.