WLIM
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White Lighthouse Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

White Lighthouse Investment 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
Q2 		$1.89M Buy
13,257
+315
+2% +$43.2K 0.24% 53
2026
Q1 		$1.57M Buy
12,942
+150
+1% +$19.2K 0.22% 58
2025
Q4 		$1.65M Buy
12,792
+1
+0% +$128 0.23% 58
2025
Q3 		$1.61M Buy
12,791
+2
+0% +$242 0.25% 54
2025
Q2 		$1.49M Sell
12,789
-2,426
-16% -$258K 0.24% 57
2025
Q1 		$1.56M Buy
15,215
+271
+2% +$29.6K 0.28% 51
2024
Q4 		$1.65M Sell
14,944
-179
-1% -$20K 0.29% 51
2024
Q3 		$1.65M Sell
15,123
-283
-2% -$29.7K 0.3% 49
2024
Q2 		$1.6M Sell
15,406
-1,689
-10% -$169K 0.31% 49
2024
Q1 		$1.72M Sell
17,095
-285
-2% -$27.3K 0.35% 46
2023
Q4 		$1.58M Sell
17,380
-316
-2% -$26.8K 0.35% 47
2023
Q3 		$1.44M Buy
17,696
+90
+0.5% +$7.63K 0.35% 47
2023
Q2 		$1.48M Sell
17,606
-757
-4% -$60.2K 0.35% 48
2023
Q1 		$1.43M Buy
18,363
+2,216
+14% +$167K 0.36% 49
2022
Q4 		$1.16M Sell
16,147
-618
-4% -$44.4K 0.32% 53
2022
Q3 		$1.12M Buy
16,765
+135
+0.8% +$10.1K 0.33% 51
2022
Q2 		$1.2M Buy
16,630
+521
+3% +$40.6K 0.34% 53
2022
Q1 		$1.4M Sell
16,109
-957
-6% -$82.1K 0.35% 50
2021
Q4 		$1.59M Sell
17,066
-208
-1% -$18.8K 0.4% 47
2021
Q3 		$1.44M Buy
17,274
+834
+5% +$71.3K 0.39% 49
2021
Q2 		$1.36M Buy
16,440
+2,458
+18% +$198K 0.37% 51
2021
Q1 		$1.07M Buy
13,982
+794
+6% +$58.8K 0.33% 56
2020
Q4 		$943K Sell
13,188
-1,920
-13% -$130K 0.3% 61
2020
Q3 		$967K Sell
15,108
-1,648
-10% -$104K 0.33% 58
2020
Q2 		$989K Buy
16,756
+1,610
+11% +$89.5K 0.36% 53
2020
Q1 		$738K Buy
15,146
+9,530
+170% +$547K 0.31% 59
2019
Q4 		$337K Buy
5,616
+46
+0.8% +$2.64K 0.12% 103
2019
Q3 		$309K Hold
5,570
– – 0.12% 103
2019
Q2 		$305K Buy
+5,570
New +$299K 0.13% 101

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

White Lighthouse Investment Management's DSI Position: Q2 2026 in Review

White Lighthouse Investment Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.4% in Q2 2026, buying an estimated $43.2K and bringing the position to 13,257 shares worth $1.89M. The position accounts for 0.24% of the portfolio, ranked #53.

White Lighthouse Investment Management first reported a position in DSI in Q2 2019 and has held it in 29 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • White Lighthouse Investment Management held 13,257 shares of iShares MSCI KLD 400 Social ETF worth $1.89M as of Q2 2026.
  • White Lighthouse Investment Management bought 315 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $43.2K.
  • iShares MSCI KLD 400 Social ETF made up 0.24% of White Lighthouse Investment Management's portfolio in Q2 2026, its #53 holding.
  • White Lighthouse Investment Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2019 and has held it in 29 quarters since.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.