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 Q3	$705K	Hold	4,824	–	–	0.27%	61
2026 Q2	$687K	Buy	4,824 +139	+3%	+$19K	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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Altus Wealth Group's DSI Position: Q3 2026 in Review

Altus Wealth Group held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2026 at 4,824 shares worth $705K. The position accounts for 0.27% of the portfolio, ranked #61.

Altus Wealth Group first reported a position in DSI in Q4 2020 and has held it in 24 quarters since. 219 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

Altus Wealth Group held 4,824 shares of iShares MSCI KLD 400 Social ETF worth $705K as of Q3 2026.
Altus Wealth Group left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2026.
iShares MSCI KLD 400 Social ETF made up 0.27% of Altus Wealth Group's portfolio in Q3 2026, its #61 holding.
Altus Wealth Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 24 quarters since.
219 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.