Aspiriant LLC
DSI icon

Aspiriant LLC’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Aspiriant LLC’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 		$7.98M Sell
54,558
-428
-0.8% -$61.8K 0.2% 55
2026
Q2 		$7.83M Buy
54,986
+140
+0.3% +$19.2K 0.19% 56
2026
Q1 		$6.65M Hold
54,846
– – 0.19% 60
2025
Q4 		$7.07M Buy
54,846
+41,352
+306% +$5.28M 0.2% 60
2025
Q3 		$1.7M Hold
13,494
– – 0.05% 111
2025
Q2 		$1.57M Hold
13,494
– – 0.05% 118
2025
Q1 		$1.38M Hold
13,494
– – 0.05% 118
2024
Q4 		$1.49M Buy
13,494
+7,256
+116% +$811K 0.05% 117
2024
Q3 		$679K Sell
6,238
-3,838
-38% -$402K 0.03% 169
2024
Q2 		$1.05M Buy
10,076
+3,838
+62% +$384K 0.04% 134
2024
Q1 		$629K Buy
+6,238
New +$597K 0.03% 172

Other funds holding DSI

Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Manchester Capital Management
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
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
True Blue Financial
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Aspiriant LLC's DSI Position: Q3 2026 in Review

Aspiriant LLC reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.78% in Q3 2026, selling an estimated $61.8K and leaving 54,558 shares worth $7.98M. The position accounts for 0.2% of the portfolio, ranked #55.

Aspiriant LLC first reported a position in DSI in Q1 2024 and has held it in 11 quarters since. 205 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Aspiriant LLC held 54,558 shares of iShares MSCI KLD 400 Social ETF worth $7.98M as of Q3 2026.
  • Aspiriant LLC sold 428 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $61.8K.
  • iShares MSCI KLD 400 Social ETF made up 0.2% of Aspiriant LLC's portfolio in Q3 2026, its #55 holding.
  • Aspiriant LLC first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and has held it in 11 quarters since.
  • 205 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.