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Wedbush Securities’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Wedbush Securities’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 		$265K Sell
1,859
-459
-20% -$62.9K 0.01% 1036
2026
Q1 		$281K Sell
2,318
-198
-8% -$25.3K 0.01% 941
2025
Q4 		$324K Sell
2,516
-144
-5% -$18.4K 0.01% 852
2025
Q3 		$335K Hold
2,660
– – 0.01% 805
2025
Q2 		$309K Sell
2,660
-148
-5% -$15.8K 0.01% 821
2025
Q1 		$288K Buy
2,808
+65
+2% +$7.09K 0.01% 839
2024
Q4 		$302K Sell
2,743
-561
-17% -$62.7K 0.01% 822
2024
Q3 		$359K Sell
3,304
-1,027
-24% -$108K 0.01% 741
2024
Q2 		$450K Hold
4,331
– – 0.02% 669
2024
Q1 		$437K Buy
4,331
+59
+1% +$5.64K 0.02% 699
2023
Q4 		$389K Sell
4,272
-159
-4% -$13.5K 0.02% 653
2023
Q3 		$361K Sell
4,431
-269
-6% -$22.8K 0.02% 649
2023
Q2 		$396K Hold
4,700
– – 0.02% 632
2023
Q1 		$367K Sell
4,700
-1,244
-21% -$94K 0.02% 665
2022
Q4 		$427K Sell
5,944
-120
-2% -$8.63K 0.02% 577
2022
Q3 		$406K Sell
6,064
-1,319
-18% -$99K 0.02% 592
2022
Q2 		$531K Buy
7,383
+3,018
+69% +$235K 0.03% 507
2022
Q1 		$378K Sell
4,365
-1,955
-31% -$168K 0.02% 699
2021
Q4 		$587K Sell
6,320
-191
-3% -$17.2K 0.03% 558
2021
Q3 		$542K Sell
6,511
-3,240
-33% -$277K 0.03% 574
2021
Q2 		$808K Buy
9,751
+782
+9% +$62.9K 0.04% 424
2021
Q1 		$685K Buy
+8,969
New +$664K 0.04% 452

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
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
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wedbush Securities's DSI Position: Q2 2026 in Review

Wedbush Securities reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 20% in Q2 2026, selling an estimated $62.9K and leaving 1,859 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #1036.

Wedbush Securities first reported a position in DSI in Q1 2021 and has held it in 22 quarters since. The position peaked at $808K in Q2 2021. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Wedbush Securities held 1,859 shares of iShares MSCI KLD 400 Social ETF worth $265K as of Q2 2026.
  • Wedbush Securities sold 459 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $62.9K.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1036 holding.
  • Wedbush Securities first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2021 and has held it in 22 quarters since.
  • Wedbush Securities's iShares MSCI KLD 400 Social ETF position peaked at $808K in Q2 2021.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.