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West Wealth Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

West Wealth Group’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 		$457K Buy
3,769
+19
+0.5% +$2.43K 0.09% 82
2025
Q4 		$483K Sell
3,750
-15
-0.4% -$1.92K 0.1% 69
2025
Q3 		$473K Buy
3,765
+9
+0.2% +$1.09K 0.11% 68
2025
Q2 		$450K Sell
3,756
-25
-0.7% -$2.66K 0.11% 62
2025
Q1 		$389K Sell
3,781
-1,271
-25% -$139K 0.12% 60
2024
Q4 		$557K Sell
5,052
-135
-3% -$15.1K 0.17% 44
2024
Q3 		$564K Sell
5,187
-169
-3% -$17.7K 0.18% 44
2024
Q2 		$556K Sell
5,356
-142
-3% -$14.2K 0.2% 41
2024
Q1 		$554K Sell
5,498
-274
-5% -$26.2K 0.21% 43
2023
Q4 		$526K Buy
5,772
+1,028
+22% +$87.2K 0.21% 43
2023
Q3 		$386K Sell
4,744
-75
-2% -$6.36K 0.17% 51
2023
Q2 		$406K Buy
4,819
+28
+0.6% +$2.23K 0.17% 43
2023
Q1 		$374K Sell
4,791
-1,368
-22% -$103K 0.17% 40
2022
Q4 		$442K Sell
6,159
-104
-2% -$7.47K 0.22% 37
2022
Q3 		$419K Buy
6,263
+236
+4% +$17.7K 0.21% 36
2022
Q2 		$433K Buy
6,027
+867
+17% +$67.5K 0.2% 36
2022
Q1 		$447K Sell
5,160
-1,310
-20% -$112K 0.18% 37
2021
Q4 		$601K Buy
+6,470
New +$583K 0.23% 28

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

West Wealth Group's DSI Position: Q1 2026 in Review

West Wealth Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.51% in Q1 2026, buying an estimated $2.43K and bringing the position to 3,769 shares worth $457K. The position accounts for 0.09% of the portfolio, ranked #82.

West Wealth Group first reported a position in DSI in Q4 2021 and has held it in 18 quarters since. The position peaked at $601K in Q4 2021. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • West Wealth Group held 3,769 shares of iShares MSCI KLD 400 Social ETF worth $457K as of Q1 2026.
  • West Wealth Group bought 19 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $2.43K.
  • iShares MSCI KLD 400 Social ETF made up 0.09% of West Wealth Group's portfolio in Q1 2026, its #82 holding.
  • West Wealth Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 18 quarters since.
  • West Wealth Group's iShares MSCI KLD 400 Social ETF position peaked at $601K in Q4 2021.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.