CX Institutional’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

CX Institutional’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	$2.19M	Buy	14,951 +30	+0.2%	+$4.33K	0.06%	243
2026 Q2	$2.13M	Sell	14,921 -1,070	-7%	-$147K	0.06%	245
2026 Q1	$1.94M	Buy	15,991 +657	+4%	+$84K	0.06%	255
2025 Q4	$1.98M	Buy	15,334 +1,612	+12%	+$206K	0.06%	203
2025 Q3	$1.73M	Sell	13,722 -721	-5%	-$87.2K	0.05%	220
2025 Q2	$1.68M	Sell	14,443 -921	-6%	-$98.1K	0.06%	207
2025 Q1	$1.57M	Buy	15,364 +2,687	+21%	+$293K	0.06%	216
2024 Q4	$1.4M	Sell	12,677 -564	-4%	-$63K	0.06%	215
2024 Q3	$1.44M	Sell	13,241 -13	-0.1%	-$1.36K	0.06%	232
2024 Q2	$1.38M	Sell	13,254 -329	-2%	-$32.9K	0.06%	230
2024 Q1	$1.37M	Sell	13,583 -22,053	-62%	-$2.11M	0.07%	235
2023 Q4	$3.24M	Buy	35,636 +179	+0.5%	+$15.2K	0.17%	160
2023 Q3	$2.89M	Buy	35,457 +11,387	+47%	+$966K	0.16%	170
2023 Q2	$2.03M	Buy	24,070 +717	+3%	+$57K	0.1%	212
2023 Q1	$1.82M	Hold	23,353	–	–	0.1%	223
2022 Q4	$1.68M	Sell	23,353 -590	-2%	-$42.4K	0.1%	207
2022 Q3	$1.6M	Sell	23,943 -170	-0.7%	-$12.8K	0.11%	216
2022 Q2	$1.73M	Buy	+24,113	New	+$1.88M	0.13%	189

Other funds holding DSI

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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

CX Institutional's DSI Position: Q3 2026 in Review

CX Institutional increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.2% in Q3 2026, buying an estimated $4.33K and bringing the position to 14,951 shares worth $2.19M. The position accounts for 0.06% of the portfolio, ranked #243.

CX Institutional first reported a position in DSI in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.24M in Q4 2023. 24 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

CX Institutional held 14,951 shares of iShares MSCI KLD 400 Social ETF worth $2.19M as of Q3 2026.
CX Institutional bought 30 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $4.33K.
iShares MSCI KLD 400 Social ETF made up 0.06% of CX Institutional's portfolio in Q3 2026, its #243 holding.
CX Institutional first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2022 and has held it in 18 quarters since.
CX Institutional's iShares MSCI KLD 400 Social ETF position peaked at $3.24M in Q4 2023.
24 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.