Altus Wealth Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Altus Wealth 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	$687K	Buy	4,824 +139	+3%	+$19.1K	0.25%	74
2026 Q1	$568K	Sell	4,685 -210	-4%	-$26.8K	0.23%	79
2025 Q4	$631K	Hold	4,895	–	–	0.25%	73
2025 Q3	$617K	Hold	4,895	–	–	0.25%	74
2025 Q2	$569K	Hold	4,895	–	–	0.25%	80
2025 Q1	$501K	Sell	4,895 -36	-0.7%	-$3.93K	0.23%	78
2024 Q4	$544K	Hold	4,931	–	–	0.24%	84
2024 Q3	$536K	Hold	4,931	–	–	0.23%	82
2024 Q2	$512K	Hold	4,931	–	–	0.26%	82
2024 Q1	$497K	Hold	4,931	–	–	0.25%	85
2023 Q4	$449K	Hold	4,931	–	–	0.25%	87
2023 Q3	$401K	Sell	4,931 -2,997	-38%	-$254K	0.25%	85
2023 Q2	$667K	Buy	7,928 +865	+12%	+$68.7K	0.41%	63
2023 Q1	$551K	Sell	7,063 -210	-3%	-$15.9K	0.37%	68
2022 Q4	$522K	Sell	7,273 -254	-3%	-$18.3K	0.4%	67
2022 Q3	$626K	Hold	7,527	–	–	0.62%	45
2022 Q2	$626K	Sell	7,527 -2	-0%	-$156	0.62%	45
2022 Q1	$652K	Buy	7,529 +1	+0%	+$86	0.53%	46
2021 Q4	$700K	Buy	7,528 +1	+0%	+$90	0.58%	44
2021 Q3	$626K	Hold	7,527	–	–	0.62%	45
2021 Q2	$623K	Hold	7,527	–	–	0.61%	40
2021 Q1	$602K	Buy	7,527 +69	+0.9%	+$5.11K	0.6%	40
2020 Q4	$534K	Buy	+7,458	New	+$505K	0.51%	39

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

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 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

Altus Wealth Group's DSI Position: Q2 2026 in Review

Altus Wealth Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 3% in Q2 2026, buying an estimated $19.1K and bringing the position to 4,824 shares worth $687K. The position accounts for 0.25% of the portfolio, ranked #74.

Altus Wealth Group first reported a position in DSI in Q4 2020 and has held it in 23 quarters since. The position peaked at $700K in Q4 2021. 102 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Altus Wealth Group held 4,824 shares of iShares MSCI KLD 400 Social ETF worth $687K as of Q2 2026.
Altus Wealth Group bought 139 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $19.1K.
iShares MSCI KLD 400 Social ETF made up 0.25% of Altus Wealth Group's portfolio in Q2 2026, its #74 holding.
Altus Wealth Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 23 quarters since.
Altus Wealth Group's iShares MSCI KLD 400 Social ETF position peaked at $700K in Q4 2021.
102 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.