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Acropolis Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Acropolis 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
Q3 		$1.1M Sell
7,504
-24
-0.3% -$3.46K 0.04% 124
2026
Q2 		$1.07M Sell
7,528
-265
-3% -$36.3K 0.04% 128
2026
Q1 		$944K Sell
7,793
-140
-2% -$17.9K 0.04% 126
2025
Q4 		$1.02M Sell
7,933
-85
-1% -$10.9K 0.05% 118
2025
Q3 		$931K Hold
8,018
– – 0.05% 120
2025
Q2 		$931K Sell
8,018
-115
-1% -$12.2K 0.05% 104
2025
Q1 		$833K Hold
8,133
– – 0.05% 105
2024
Q4 		$897K Sell
8,133
-53
-0.6% -$5.92K 0.05% 106
2024
Q3 		$891K Sell
8,186
-235
-3% -$24.6K 0.05% 103
2024
Q2 		$875K Hold
8,421
– – 0.06% 106
2024
Q1 		$849K Sell
8,421
-650
-7% -$62.2K 0.06% 106
2023
Q4 		$826K Buy
9,071
+1,125
+14% +$95.4K 0.06% 104
2023
Q3 		$647K Hold
7,946
– – 0.05% 118
2023
Q2 		$669K Buy
7,946
+650
+9% +$51.7K 0.05% 117
2023
Q1 		$569K Sell
7,296
-280
-4% -$21.2K 0.05% 128
2022
Q4 		$544K Hold
7,576
– – 0.05% 119
2022
Q3 		$507K Hold
7,576
– – 0.05% 119
2022
Q2 		$545K Hold
7,576
– – 0.05% 118
2022
Q1 		$656K Hold
7,576
– – 0.06% 114
2021
Q4 		$704K Sell
7,576
-290
-4% -$26.1K 0.06% 107
2021
Q3 		$650K Hold
7,866
– – 0.08% 109
2021
Q2 		$652K Hold
7,866
– – 0.06% 107
2021
Q1 		$601K Sell
7,866
-338
-4% -$25K 0.06% 109
2020
Q4 		$587K Sell
8,204
-1,840
-18% -$125K 0.06% 100
2020
Q3 		$643K Buy
10,044
+1,420
+16% +$89.7K 0.08% 88
2020
Q2 		$509K Hold
8,624
– – 0.07% 96
2020
Q1 		$420K Hold
8,624
– – 0.07% 100
2019
Q4 		$518K Sell
8,624
-26
-0.3% -$1.49K 0.07% 102
2019
Q3 		$480K Buy
8,650
+310
+4% +$17.1K 0.07% 100
2019
Q2 		$456K Hold
8,340
– – 0.07% 93
2019
Q1 		$440K Sell
8,340
-200
-2% -$10.1K 0.07% 94
2018
Q4 		$397K Buy
8,540
+4,560
+115% +$226K 0.07% 92
2018
Q3 		$213K Buy
3,980
+550
+16% +$29K 0.03% 114
2018
Q2 		$173K Hold
3,430
– – 0.03% 121
2018
Q1 		$168K Sell
3,430
-200
-6% -$10.1K 0.03% 127
2017
Q4 		$178K Sell
3,630
-210
-5% -$10.1K 0.03% 125
2017
Q3 		$178K Buy
3,840
+480
+14% +$21.8K 0.03% 118
2017
Q2 		$150K Hold
3,360
– – 0.03% 131
2017
Q1 		$146K Sell
3,360
-200
-6% -$8.56K 0.03% 125
2016
Q4 		$147K Hold
3,560
– – 0.03% 126
2016
Q3 		$143K Sell
3,560
-120
-3% -$4.82K 0.03% 123
2016
Q2 		$142K Buy
+3,680
New +$142K 0.03% 122

Other funds holding DSI

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Acropolis Investment Management's DSI Position: Q3 2026 in Review

Acropolis Investment Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.32% in Q3 2026, selling an estimated $3.46K and leaving 7,504 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #124.

Acropolis Investment Management first reported a position in DSI in Q2 2016 and has held it in 42 quarters since. 24 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Acropolis Investment Management held 7,504 shares of iShares MSCI KLD 400 Social ETF worth $1.1M as of Q3 2026.
  • Acropolis Investment Management sold 24 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $3.46K.
  • iShares MSCI KLD 400 Social ETF made up 0.04% of Acropolis Investment Management's portfolio in Q3 2026, its #124 holding.
  • Acropolis Investment Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2016 and has held it in 42 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.