4FG
DSI icon

4Thought Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

4Thought Financial 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 		$270K Sell
1,894
-167
-8% -$22.9K 0.13% 49
2026
Q1 		$250K Buy
2,061
+58
+3% +$7.42K 0.12% 54
2025
Q4 		$258K Sell
2,003
-84
-4% -$10.7K 0.13% 45
2025
Q3 		$263K Sell
2,087
-95
-4% -$11.5K 0.13% 46
2025
Q2 		$253K Buy
2,182
+89
+4% +$9.48K 0.13% 45
2025
Q1 		$214K Sell
2,093
-182
-8% -$19.9K 0.13% 48
2024
Q4 		$251K Sell
2,275
-163
-7% -$18.2K 0.16% 44
2024
Q3 		$265K Sell
2,438
-104
-4% -$10.9K 0.16% 45
2024
Q2 		$264K Sell
2,542
-82
-3% -$8.21K 0.16% 47
2024
Q1 		$264K Buy
2,624
+608
+30% +$58.2K 0.17% 44
2023
Q4 		$184K Buy
2,016
+293
+17% +$24.9K 0.13% 47
2023
Q3 		$140K Sell
1,723
-7
-0.4% -$594 0.11% 45
2023
Q2 		$146K Sell
1,730
-71
-4% -$5.64K 0.12% 45
2023
Q1 		$140K Sell
1,801
-51
-3% -$3.85K 0.12% 44
2022
Q4 		$133K Sell
1,852
-41
-2% -$2.95K 0.12% 45
2022
Q3 		$127K Buy
1,893
+17
+0.9% +$1.28K 0.12% 48
2022
Q2 		$135K Buy
1,876
+45
+2% +$3.5K 0.13% 53
2022
Q1 		$159K Buy
1,831
+43
+2% +$3.69K 0.14% 49
2021
Q4 		$166K Sell
1,788
-66
-4% -$5.95K 0.13% 50
2021
Q3 		$154K Sell
1,854
-97
-5% -$8.29K 0.13% 50
2021
Q2 		$162K Sell
1,951
-34
-2% -$2.74K 0.15% 47
2021
Q1 		$152K Buy
+1,985
New +$147K 0.15% 49

Other funds holding DSI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

4Thought Financial Group's DSI Position: Q2 2026 in Review

4Thought Financial Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 8.1% in Q2 2026, selling an estimated $22.9K and leaving 1,894 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #49.

4Thought Financial Group first reported a position in DSI in Q1 2021 and has held it in 22 quarters since. 336 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • 4Thought Financial Group held 1,894 shares of iShares MSCI KLD 400 Social ETF worth $270K as of Q2 2026.
  • 4Thought Financial Group sold 167 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $22.9K.
  • iShares MSCI KLD 400 Social ETF made up 0.13% of 4Thought Financial Group's portfolio in Q2 2026, its #49 holding.
  • 4Thought Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2021 and has held it in 22 quarters since.
  • 336 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.