BLVD Private Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

BLVD Private Wealth’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	$236K	Sell	1,612 -7	-0.4%	-$1.01K	0.18%	61
2026 Q2	$231K	Buy	+1,619	New	+$222K	0.17%	60
2026 Q1	–	Sell	-1,625	Closed	-$209K	–	68
2025 Q4	$209K	Sell	1,625 -32	-2%	-$4.09K	0.18%	65
2025 Q3	$209K	Buy	+1,657	New	+$200K	0.18%	70

Other funds holding DSI

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

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

BLVD Private Wealth's DSI Position: Q3 2026 in Review

BLVD Private Wealth reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.43% in Q3 2026, selling an estimated $1.01K and leaving 1,612 shares worth $236K. The position accounts for 0.18% of the portfolio, ranked #61.

BLVD Private Wealth first reported a position in DSI in Q3 2025 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

BLVD Private Wealth held 1,612 shares of iShares MSCI KLD 400 Social ETF worth $236K as of Q3 2026.
BLVD Private Wealth sold 7 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $1.01K.
iShares MSCI KLD 400 Social ETF made up 0.18% of BLVD Private Wealth's portfolio in Q3 2026, its #61 holding.
BLVD Private Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2025 and has held it in 4 quarters since.
205 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on BLVD Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.