Elevation Wealth Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Elevation Wealth Partners’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	$21.9K	Hold	150	–	–	0.01%	650
2026 Q2	$21.4K	Hold	150	–	–	0.01%	571
2026 Q1	$18.2K	Hold	150	–	–	0.01%	400
2025 Q4	$19.3K	Hold	150	–	–	0.01%	378
2025 Q3	$18.9K	Hold	150	–	–	0.01%	334
2025 Q2	$17.4K	Hold	150	–	–	0.01%	328
2025 Q1	$15.4K	Hold	150	–	–	0.01%	333
2024 Q4	$16.5K	Hold	150	–	–	0.01%	327
2024 Q3	$16.3K	Hold	150	–	–	0.01%	316
2024 Q2	$15.6K	Hold	150	–	–	0.01%	308
2024 Q1	$15.1K	Hold	150	–	–	0.01%	318
2023 Q4	$12.2K	Buy	+150	New	+$12.7K	0.01%	315

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Elevation Wealth Partners's DSI Position: Q3 2026 in Review

Elevation Wealth Partners held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2026 at 150 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #650.

Elevation Wealth Partners first reported a position in DSI in Q4 2023 and has held it in 12 quarters since. 24 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

Elevation Wealth Partners held 150 shares of iShares MSCI KLD 400 Social ETF worth $21.9K as of Q3 2026.
Elevation Wealth Partners left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2026.
iShares MSCI KLD 400 Social ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #650 holding.
Elevation Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 12 quarters since.
24 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.