Cornerstone Planning Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Cornerstone Planning 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 Q2	$608K	Buy	4,324 +204	+5%	+$28K	0.08%	96
2026 Q1	$561K	Buy	4,120 +3,933	+2,103%	+$503K	0.07%	96
2025 Q4	$24.8K	Buy	187 +55	+42%	+$7.03K	﹤0.01%	534
2025 Q3	$17.1K	Buy	132 +1	+0.8%	+$121	﹤0.01%	631
2025 Q2	$15.7K	Sell	131 -137	-51%	-$14.6K	﹤0.01%	467
2025 Q1	$26.3K	Buy	+268	New	+$29.2K	0.01%	354
2023 Q4	–	Sell	-56	Closed	-$4.56K	–	980
2023 Q3	$4.56K	Sell	56 -57	-50%	-$4.83K	﹤0.01%	541
2023 Q2	$9.51K	Buy	+113	New	+$8.98K	﹤0.01%	686
2022 Q4	$147K	Buy	+2,015	New	+$145K	0.06%	121

Other funds holding DSI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NAMM

NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cornerstone Planning Group's DSI Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 5% in Q2 2026, buying an estimated $28K and bringing the position to 4,324 shares worth $608K. The position accounts for 0.08% of the portfolio, ranked #96.

Cornerstone Planning Group first reported a position in DSI in Q4 2022 and has held it in 9 quarters since. 446 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Cornerstone Planning Group held 4,324 shares of iShares MSCI KLD 400 Social ETF worth $608K as of Q2 2026.
Cornerstone Planning Group bought 204 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $28K.
iShares MSCI KLD 400 Social ETF made up 0.08% of Cornerstone Planning Group's portfolio in Q2 2026, its #96 holding.
Cornerstone Planning Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and has held it in 9 quarters since.
446 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.