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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
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 $1.66T 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

Wedbush Securities's DSI Position: Q1 2026 in Review

Wedbush Securities reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 7.9% in Q1 2026, selling an estimated $25.3K and leaving 2,318 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #941.

Wedbush Securities first reported a position in DSI in Q1 2021 and has held it in 21 quarters since. The position peaked at $808K in Q2 2021. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Wedbush Securities held 2,318 shares of iShares MSCI KLD 400 Social ETF worth $281K as of Q1 2026.
  • Wedbush Securities sold 198 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $25.3K.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #941 holding.
  • Wedbush Securities first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2021 and has held it in 21 quarters since.
  • Wedbush Securities's iShares MSCI KLD 400 Social ETF position peaked at $808K in Q2 2021.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.