West Wealth Group
DSI icon

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
Q3 		$536K Buy
3,664
+110
+3% +$15.9K 0.08% 81
2026
Q2 		$506K Sell
3,554
-215
-6% -$29.5K 0.08% 86
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% +$2.22K 0.17% 43
2023
Q1 		$374K Sell
4,791
-1,368
-22% -$103K 0.17% 40
2022
Q4 		$442K Sell
6,159
-104
-2% -$7.48K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

West Wealth Group's DSI Position: Q3 2026 in Review

West Wealth Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.1% in Q3 2026, buying an estimated $15.9K and bringing the position to 3,664 shares worth $536K. The position accounts for 0.08% of the portfolio, ranked #81.

West Wealth Group first reported a position in DSI in Q4 2021 and has held it in 20 quarters since. The position peaked at $601K in Q4 2021. 377 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • West Wealth Group held 3,664 shares of iShares MSCI KLD 400 Social ETF worth $536K as of Q3 2026.
  • West Wealth Group bought 110 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $15.9K.
  • iShares MSCI KLD 400 Social ETF made up 0.08% of West Wealth Group's portfolio in Q3 2026, its #81 holding.
  • West Wealth Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 20 quarters since.
  • West Wealth Group's iShares MSCI KLD 400 Social ETF position peaked at $601K in Q4 2021.
  • 377 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.