DDFG Inc’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

DDFG Inc’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	$355K	Buy	2,428 +5	+0.2%	+$722	0.07%	68
2026 Q2	$345K	Sell	2,423 -46	-2%	-$6.3K	0.07%	68
2026 Q1	$299K	Hold	2,469	–	–	0.06%	70
2025 Q4	$318K	Sell	2,469 -19	-0.8%	-$2.43K	0.07%	65
2025 Q3	$313K	Buy	+2,488	New	+$301K	0.07%	65
2025 Q1	–	Sell	-2,471	Closed	-$272K	–	77
2024 Q4	$272K	Sell	2,471 -183	-7%	-$20.4K	0.08%	67
2024 Q3	$289K	Sell	2,654 -21	-0.8%	-$2.2K	0.08%	63
2024 Q2	$278K	Sell	2,675 -271	-9%	-$27.1K	0.09%	63
2024 Q1	$297K	Sell	2,946 -301	-9%	-$28.8K	0.09%	60
2023 Q4	$296K	Buy	3,247 +58	+2%	+$4.92K	0.1%	58
2023 Q3	$260K	Buy	3,189 +292	+10%	+$24.8K	0.1%	60
2023 Q2	$244K	Hold	2,897	–	–	0.09%	61
2023 Q1	$226K	Sell	2,897 -91	-3%	-$6.87K	0.09%	63
2022 Q4	$214K	Buy	+2,988	New	+$215K	0.09%	65

Other funds holding DSI

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

DDFG Inc's DSI Position: Q3 2026 in Review

DDFG Inc increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.21% in Q3 2026, buying an estimated $722 and bringing the position to 2,428 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #68.

DDFG Inc first reported a position in DSI in Q4 2022 and has held it in 14 quarters since. 292 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

DDFG Inc held 2,428 shares of iShares MSCI KLD 400 Social ETF worth $355K as of Q3 2026.
DDFG Inc bought 5 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $722.
iShares MSCI KLD 400 Social ETF made up 0.07% of DDFG Inc's portfolio in Q3 2026, its #68 holding.
DDFG Inc first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and has held it in 14 quarters since.
292 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.