Darden Wealth Group
DSI icon

Darden Wealth Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Darden Wealth 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 		$275K Sell
1,882
-26
-1% -$3.75K 0.11% 126
2026
Q2 		$272K Buy
1,908
+1
+0.1% +$137 0.11% 125
2026
Q1 		$231K Hold
1,907
– – 0.12% 133
2025
Q4 		$246K Hold
1,907
– – 0.12% 125
2025
Q3 		$240K Hold
1,907
– – 0.13% 120
2025
Q2 		$222K Buy
+1,907
New +$203K 0.13% 115
2025
Q1 		– Sell
-1,907
Closed -$210K – 102
2024
Q4 		$210K Hold
1,907
– – 0.14% 104
2024
Q3 		$208K Buy
+1,907
New +$200K 0.15% 104

Other funds holding DSI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Darden Wealth Group's DSI Position: Q3 2026 in Review

Darden Wealth Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.4% in Q3 2026, selling an estimated $3.75K and leaving 1,882 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #126.

Darden Wealth Group first reported a position in DSI in Q3 2024 and has held it in 8 quarters since. 386 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Darden Wealth Group held 1,882 shares of iShares MSCI KLD 400 Social ETF worth $275K as of Q3 2026.
  • Darden Wealth Group sold 26 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $3.75K.
  • iShares MSCI KLD 400 Social ETF made up 0.11% of Darden Wealth Group's portfolio in Q3 2026, its #126 holding.
  • Darden Wealth Group first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2024 and has held it in 8 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.