Wilson & Boucher Capital Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Wilson & Boucher Capital 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	$339K	Hold	2,800	–	–	0.23%	86
2025 Q4	$361K	Hold	2,800	–	–	0.24%	81
2025 Q3	$353K	Hold	2,800	–	–	0.23%	87
2025 Q2	$325K	Hold	2,800	–	–	0.23%	92
2025 Q1	$287K	Hold	2,800	–	–	0.21%	94
2024 Q4	$309K	Hold	2,800	–	–	0.22%	94
2024 Q3	$305K	Hold	2,800	–	–	0.21%	95
2024 Q2	$291K	Hold	2,800	–	–	0.22%	92
2024 Q1	$282K	Buy	2,800 +30	+1%	+$2.87K	0.22%	93
2023 Q4	$252K	Hold	2,770	–	–	0.21%	95
2023 Q3	$226K	Hold	2,770	–	–	0.21%	97
2023 Q2	$233K	Hold	2,770	–	–	0.21%	98
2023 Q1	$216K	Buy	+2,770	New	+$209K	0.21%	100
2022 Q2	–	Sell	-2,770	Closed	-$240K	–	101
2022 Q1	$240K	Hold	2,770	–	–	0.22%	99
2021 Q4	$257K	Buy	+2,770	New	+$250K	0.23%	96

Other funds holding DSI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Wilson & Boucher Capital Management's DSI Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 2,800 shares worth $339K. The position accounts for 0.23% of the portfolio, ranked #86.

Wilson & Boucher Capital Management first reported a position in DSI in Q4 2021 and has held it in 15 quarters since. The position peaked at $361K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Wilson & Boucher Capital Management held 2,800 shares of iShares MSCI KLD 400 Social ETF worth $339K as of Q1 2026.
Wilson & Boucher Capital Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
iShares MSCI KLD 400 Social ETF made up 0.23% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #86 holding.
Wilson & Boucher Capital Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 15 quarters since.
Wilson & Boucher Capital Management's iShares MSCI KLD 400 Social ETF position peaked at $361K in Q4 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.