Bestgate Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bestgate Wealth Advisors’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	$458K	Buy	+3,132	New	+$452K	0.29%	38

Other funds holding DSI

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

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

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

TBF

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 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 Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Bestgate Wealth Advisors's DSI Position: Q3 2026 in Review

Bestgate Wealth Advisors opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q3 2026: 3,132 shares worth $458K. The stake represents 0.29% of the portfolio and ranks #38 among its holdings.

109 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

Bestgate Wealth Advisors held 3,132 shares of iShares MSCI KLD 400 Social ETF worth $458K as of Q3 2026.
iShares MSCI KLD 400 Social ETF was a new Bestgate Wealth Advisors position in Q3 2026.
iShares MSCI KLD 400 Social ETF made up 0.29% of Bestgate Wealth Advisors's portfolio in Q3 2026, its #38 holding.
109 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.