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Allodium Investment Consultants’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Allodium Investment Consultants’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 		$2.34M Sell
16,456
-2,075
-11% -$284K 1% 26
2026
Q1 		$2.25M Sell
18,531
-600
-3% -$76.7K 1.08% 24
2025
Q4 		$2.46M Sell
19,131
-819
-4% -$105K 1.25% 21
2025
Q3 		$2.51M Sell
19,950
-689
-3% -$83.3K 1.42% 19
2025
Q2 		$2.4M Buy
20,639
+1,321
+7% +$141K 1.52% 17
2025
Q1 		$1.98M Buy
19,318
+2,399
+14% +$262K 1.46% 19
2024
Q4 		$1.87M Buy
+16,919
New +$1.89M 1.56% 18

Other funds holding DSI

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return
MFA
McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Allodium Investment Consultants's DSI Position: Q2 2026 in Review

Allodium Investment Consultants reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 11% in Q2 2026, selling an estimated $284K and leaving 16,456 shares worth $2.34M. The position accounts for 1% of the portfolio, ranked #26.

Allodium Investment Consultants first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.51M in Q3 2025. 102 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Allodium Investment Consultants held 16,456 shares of iShares MSCI KLD 400 Social ETF worth $2.34M as of Q2 2026.
  • Allodium Investment Consultants sold 2,075 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $284K.
  • iShares MSCI KLD 400 Social ETF made up 1% of Allodium Investment Consultants's portfolio in Q2 2026, its #26 holding.
  • Allodium Investment Consultants first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
  • Allodium Investment Consultants's iShares MSCI KLD 400 Social ETF position peaked at $2.51M in Q3 2025.
  • 102 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.