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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
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% +$2.23K 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 $1.89T 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

West Wealth Group's DSI Position: Q2 2026 in Review

West Wealth Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 5.7% in Q2 2026, selling an estimated $29.5K and leaving 3,554 shares worth $506K. The position accounts for 0.08% of the portfolio, ranked #86.

West Wealth Group first reported a position in DSI in Q4 2021 and has held it in 19 quarters since. The position peaked at $601K in Q4 2021. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • West Wealth Group held 3,554 shares of iShares MSCI KLD 400 Social ETF worth $506K as of Q2 2026.
  • West Wealth Group sold 215 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $29.5K.
  • iShares MSCI KLD 400 Social ETF made up 0.08% of West Wealth Group's portfolio in Q2 2026, its #86 holding.
  • West Wealth Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 19 quarters since.
  • West Wealth Group's iShares MSCI KLD 400 Social ETF position peaked at $601K in Q4 2021.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.