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WesBanco Bank’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

WesBanco Bank’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 		$586K Sell
4,117
-84
-2% -$11.5K 0.01% 475
2026
Q1 		$509K Buy
4,201
+31
+0.7% +$3.96K 0.01% 487
2025
Q4 		$537K Sell
4,170
-21
-0.5% -$2.68K 0.01% 472
2025
Q3 		$528K Buy
4,191
+592
+16% +$71.6K 0.01% 483
2025
Q2 		$418K Sell
3,599
-75
-2% -$7.99K 0.01% 512
2025
Q1 		$376K Sell
3,674
-53
-1% -$5.78K 0.01% 486
2024
Q4 		$411K Sell
3,727
-115
-3% -$12.8K 0.01% 462
2024
Q3 		$418K Buy
3,842
+5
+0.1% +$524 0.01% 466
2024
Q2 		$398K Buy
3,837
+27
+0.7% +$2.7K 0.01% 447
2024
Q1 		$384K Sell
3,810
-27
-0.7% -$2.58K 0.01% 452
2023
Q4 		$349K Sell
3,837
-7
-0.2% -$594 0.02% 299
2023
Q3 		$313K Buy
3,844
+389
+11% +$33K 0.01% 469
2023
Q2 		$291K Buy
3,455
+338
+11% +$26.9K 0.01% 490
2023
Q1 		$243K Buy
+3,117
New +$235K 0.01% 526
2022
Q3 		– Sell
-4,707
Closed -$338K – 409
2022
Q2 		$338K Buy
4,707
+44
+0.9% +$3.43K 0.01% 455
2022
Q1 		$404K Sell
4,663
-1
-0% -$86 0.02% 449
2021
Q4 		$434K Sell
4,664
-287
-6% -$25.9K 0.02% 440
2021
Q3 		$412K Sell
4,951
-21
-0.4% -$1.8K 0.02% 445
2021
Q2 		$412K Sell
4,972
-132
-3% -$10.6K 0.02% 443
2021
Q1 		$390K Buy
+5,104
New +$378K 0.02% 428

Other funds holding DSI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

WesBanco Bank's DSI Position: Q2 2026 in Review

WesBanco Bank reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 2% in Q2 2026, selling an estimated $11.5K and leaving 4,117 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #475.

WesBanco Bank first reported a position in DSI in Q1 2021 and has held it in 20 quarters since. 414 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • WesBanco Bank held 4,117 shares of iShares MSCI KLD 400 Social ETF worth $586K as of Q2 2026.
  • WesBanco Bank sold 84 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $11.5K.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of WesBanco Bank's portfolio in Q2 2026, its #475 holding.
  • WesBanco Bank first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2021 and has held it in 20 quarters since.
  • 414 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on WesBanco Bank's 13F filing for Q2 2026, filed 28 Jul 2026.