Clean Yield Group
DSI icon

Clean Yield Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Clean Yield Group’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 		$1.17M Hold
8,000
– – 0.28% 69
2026
Q2 		$1.14M Buy
+8,000
New +$1.1M 0.28% 73
2025
Q3 		– Hold
0
– – – 421
2025
Q2 		– Sell
-355
Closed -$37.8K – 403
2025
Q1 		$36.4K Buy
+355
New +$38.7K 0.01% 252
2023
Q3 		– Sell
-50
Closed -$4.21K – 389
2023
Q2 		$4.21K Sell
50
-50
-50% -$3.97K ﹤0.01% 359
2023
Q1 		$7.8K Buy
+100
New +$7.55K ﹤0.01% 344
2020
Q4 		– Sell
-340
Closed -$22K – 424
2020
Q3 		$22K Sell
340
-3,364
-91% -$212K 0.01% 269
2020
Q2 		$219K Buy
+3,704
New +$206K 0.09% 115

Other funds holding DSI

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
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
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Strategic Point Investment Advisors
Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 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

Clean Yield Group's DSI Position: Q3 2026 in Review

Clean Yield Group held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2026 at 8,000 shares worth $1.17M. The position accounts for 0.28% of the portfolio, ranked #69.

Clean Yield Group first reported a position in DSI in Q2 2020 and has held it in 7 quarters since. 268 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Clean Yield Group held 8,000 shares of iShares MSCI KLD 400 Social ETF worth $1.17M as of Q3 2026.
  • Clean Yield Group left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.28% of Clean Yield Group's portfolio in Q3 2026, its #69 holding.
  • Clean Yield Group first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2020 and has held it in 7 quarters since.
  • 268 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.