Superior Planning, LLC’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Superior Planning, LLC’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 Q3	$178K	Buy	+1,216	New	+$176K	0.07%	177

Other funds holding DSI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Superior Planning, LLC's DSI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q3 2026: 1,216 shares worth $178K. The stake represents 0.07% of the portfolio and ranks #177 among its holdings.

488 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

Superior Planning, LLC held 1,216 shares of iShares MSCI KLD 400 Social ETF worth $178K as of Q3 2026.
iShares MSCI KLD 400 Social ETF was a new Superior Planning, LLC position in Q3 2026.
iShares MSCI KLD 400 Social ETF made up 0.07% of Superior Planning, LLC's portfolio in Q3 2026, its #177 holding.
488 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.