Western Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Western Wealth Management’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	$760K	Sell	6,273 -23	-0.4%	-$2.94K	0.03%	521
2025 Q4	$811K	Buy	6,296 +1,759	+39%	+$225K	0.04%	400
2025 Q3	$571K	Sell	4,537 -724	-14%	-$87.5K	0.03%	417
2025 Q2	$611K	Buy	5,261 +86	+2%	+$9.16K	0.04%	371
2025 Q1	$530K	Buy	5,175 +611	+13%	+$66.7K	0.04%	373
2024 Q4	$503K	Sell	4,564 -403	-8%	-$45K	0.03%	382
2024 Q3	$540K	Buy	4,967 +3	+0.1%	+$315	0.03%	444
2024 Q2	$516K	Sell	4,964 -810	-14%	-$81K	0.04%	362
2024 Q1	$582K	Sell	5,774 -111	-2%	-$10.6K	0.05%	331
2023 Q4	$536K	Sell	5,885 -498	-8%	-$42.2K	0.04%	396
2023 Q3	$520K	Sell	6,383 -546	-8%	-$46.3K	0.04%	380
2023 Q2	$583K	Buy	6,929 +308	+5%	+$24.5K	0.05%	345
2023 Q1	$516K	Sell	6,621 -164	-2%	-$12.4K	0.05%	360
2022 Q4	$487K	Sell	6,785 -7,911	-54%	-$569K	0.05%	344
2022 Q3	$983K	Sell	14,696 -2,615	-15%	-$196K	0.06%	310
2022 Q2	$1.25M	Sell	17,311 -8,124	-32%	-$633K	0.07%	263
2022 Q1	$2.2M	Buy	25,435 +5,306	+26%	+$455K	0.11%	192
2021 Q4	$1.87M	Buy	+20,129	New	+$1.81M	0.18%	125
2021 Q2	$1.72M	Buy	20,747 +5,044	+32%	+$406K	0.18%	132
2021 Q1	$1.2M	Buy	15,703 +6,591	+72%	+$488K	0.16%	142
2020 Q4	$652K	Buy	9,112 +172	+2%	+$11.7K	0.1%	211
2020 Q3	$572K	Buy	8,940 +308	+4%	+$19.4K	0.09%	214
2020 Q2	$509K	Sell	8,632 -342	-4%	-$19K	0.09%	221
2020 Q1	$436K	Sell	8,974 -14,864	-62%	-$853K	0.1%	205
2019 Q4	$1.43M	Buy	23,838 +13,892	+140%	+$798K	0.22%	108
2019 Q3	$552K	Sell	9,946 -140	-1%	-$7.74K	0.11%	201
2019 Q2	$550K	Hold	10,086	–	–	0.07%	206
2019 Q1	$533K	Buy	10,086 +304	+3%	+$15.4K	0.12%	195
2018 Q4	$455K	Buy	+9,782	New	+$484K	0.12%	187

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Western Wealth Management's DSI Position: Q1 2026 in Review

Western Wealth Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.37% in Q1 2026, selling an estimated $2.94K and leaving 6,273 shares worth $760K. The position accounts for 0.03% of the portfolio, ranked #521.

Western Wealth Management first reported a position in DSI in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.2M in Q1 2022. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Western Wealth Management held 6,273 shares of iShares MSCI KLD 400 Social ETF worth $760K as of Q1 2026.
Western Wealth Management sold 23 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $2.94K.
iShares MSCI KLD 400 Social ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #521 holding.
Western Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $2.2M in Q1 2022.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.