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 Q2	$399K	Hold	2,800	–	–	0.23%	85
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 $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wilson & Boucher Capital Management's DSI Position: Q2 2026 in Review

Wilson & Boucher Capital Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 2,800 shares worth $399K. The position accounts for 0.23% of the portfolio, ranked #85.

Wilson & Boucher Capital Management first reported a position in DSI in Q4 2021 and has held it in 16 quarters since. 637 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Wilson & Boucher Capital Management held 2,800 shares of iShares MSCI KLD 400 Social ETF worth $399K as of Q2 2026.
Wilson & Boucher Capital Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.23% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #85 holding.
Wilson & Boucher Capital Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 16 quarters since.
637 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.