Cherry Tree Wealth Management
DSI icon

Cherry Tree Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Cherry Tree Wealth 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 		$14K Hold
96
– – ﹤0.01% 396
2026
Q2 		$13.7K Hold
96
– – ﹤0.01% 406
2026
Q1 		$11.6K Hold
96
– – ﹤0.01% 403
2025
Q4 		$12.4K Hold
96
– – ﹤0.01% 399
2025
Q3 		$12.1K Hold
96
– – ﹤0.01% 388
2025
Q2 		$11.2K Hold
96
– – ﹤0.01% 398
2025
Q1 		$9.8K Sell
96
-938
-91% -$102K ﹤0.01% 424
2024
Q4 		$114K Sell
1,034
-316
-23% -$35.3K 0.03% 197
2024
Q3 		$147K Hold
1,350
– – 0.03% 181
2024
Q2 		$140K Hold
1,350
– – 0.04% 176
2024
Q1 		$136K Hold
1,350
– – 0.03% 180
2023
Q4 		$123K Buy
1,350
+26
+2% +$2.21K 0.03% 181
2023
Q3 		$108K Hold
1,324
– – 0.03% 180
2023
Q2 		$111K Buy
+1,324
New +$105K 0.03% 182

Other funds holding DSI

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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
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 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

Cherry Tree Wealth Management's DSI Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2026 at 96 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Cherry Tree Wealth Management first reported a position in DSI in Q2 2023 and has held it in 14 quarters since. The position peaked at $147K in Q3 2024. 205 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Cherry Tree Wealth Management held 96 shares of iShares MSCI KLD 400 Social ETF worth $14K as of Q3 2026.
  • Cherry Tree Wealth Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2026.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #396 holding.
  • Cherry Tree Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $147K in Q3 2024.
  • 205 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.