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

Archer 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 		$3.88M Sell
26,536
-1,020
-4% -$147K 1.22% 23
2026
Q2 		$3.92M Sell
27,556
-11,509
-29% -$1.58M 1.34% 21
2026
Q1 		$4.73M Buy
39,065
+32,904
+534% +$4.21M 1.99% 18
2025
Q4 		$794K Buy
+6,161
New +$787K 0.43% 60

Other funds holding DSI

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
MFA
McClarren Financial Advisors State College, Pennsylvania $198M AUM 12.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
SigFig Wealth Management
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

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

Archer Investment Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.7% in Q3 2026, selling an estimated $147K and leaving 26,536 shares worth $3.88M. The position accounts for 1.22% of the portfolio, ranked #23.

Archer Investment Management first reported a position in DSI in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.73M in Q1 2026. 84 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Archer Investment Management held 26,536 shares of iShares MSCI KLD 400 Social ETF worth $3.88M as of Q3 2026.
  • Archer Investment Management sold 1,020 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $147K.
  • iShares MSCI KLD 400 Social ETF made up 1.22% of Archer Investment Management's portfolio in Q3 2026, its #23 holding.
  • Archer Investment Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 4 quarters since.
  • Archer Investment Management's iShares MSCI KLD 400 Social ETF position peaked at $4.73M in Q1 2026.
  • 84 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

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