Wealthspire Advisors (New York)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Wealthspire Advisors (New York)’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	$3.38M	Sell	23,703 -3,112	-12%	-$426K	0.02%	326
2026 Q1	$3.25M	Sell	26,815 -1,494	-5%	-$191K	0.03%	211
2025 Q4	$3.65M	Sell	28,309 -33,903	-54%	-$4.33M	0.03%	195
2025 Q3	$7.84M	Sell	62,212 -8,970	-13%	-$1.08M	0.04%	134
2025 Q2	$8.27M	Sell	71,182 -1,802	-2%	-$192K	0.05%	135
2025 Q1	$7.47M	Buy	72,984 +36,517	+100%	+$3.98M	0.04%	136
2024 Q4	$4.02M	Sell	36,467 -1,742	-5%	-$195K	0.04%	162
2024 Q3	$4.16M	Sell	38,209 -1,134	-3%	-$119K	0.04%	159
2024 Q2	$4.09M	Buy	39,343 +1,626	+4%	+$163K	0.05%	129
2024 Q1	$3.8M	Sell	37,717 -1,820	-5%	-$174K	0.05%	129
2023 Q4	$3.6M	Sell	39,537 -498	-1%	-$42.2K	0.05%	132
2023 Q3	$3.26M	Buy	40,035 +1,396	+4%	+$118K	0.05%	127
2023 Q2	$3.25M	Buy	38,639 +2,899	+8%	+$230K	0.05%	117
2023 Q1	$2.79M	Sell	35,740 -3,798	-10%	-$287K	0.05%	123
2022 Q4	$2.84M	Buy	39,538 +2,718	+7%	+$195K	0.05%	125
2022 Q3	$2.47M	Buy	36,820 +3,331	+10%	+$250K	0.05%	125
2022 Q2	$2.41M	Buy	33,489 +8,790	+36%	+$685K	0.05%	130
2022 Q1	$2.14M	Buy	24,699 +1,122	+5%	+$96.2K	0.05%	119
2021 Q4	$2.19M	Sell	23,577 -6,949	-23%	-$626K	0.05%	141
2021 Q3	$2.54M	Buy	30,526 +5,952	+24%	+$509K	0.05%	141
2021 Q2	$2.04M	Sell	24,574 -632	-3%	-$50.9K	0.05%	110
2021 Q1	$1.93M	Buy	25,206 +72	+0.3%	+$5.33K	0.05%	179
2020 Q4	$1.8M	Buy	+25,134	New	+$1.7M	0.05%	144
2020 Q2	–	Sell	-27,424	Closed	-$1.33M	–	339
2020 Q1	$1.33M	Buy	+27,424	New	+$1.57M	0.06%	163

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wealthspire Advisors (New York)'s DSI Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 12% in Q2 2026, selling an estimated $426K and leaving 23,703 shares worth $3.38M. The position accounts for 0.02% of the portfolio, ranked #326.

Wealthspire Advisors (New York) first reported a position in DSI in Q1 2020 and has held it in 24 quarters since. The position peaked at $8.27M in Q2 2025. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Wealthspire Advisors (New York) held 23,703 shares of iShares MSCI KLD 400 Social ETF worth $3.38M as of Q2 2026.
Wealthspire Advisors (New York) sold 3,112 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $426K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #326 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2020 and has held it in 24 quarters since.
Wealthspire Advisors (New York)'s iShares MSCI KLD 400 Social ETF position peaked at $8.27M in Q2 2025.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.