Envision Financial
DSI icon

Envision Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Envision Financial’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 		$524K Buy
3,583
+16
+0.4% +$2.31K 0.23% 36
2026
Q2 		$508K Sell
3,567
-803
-18% -$110K 0.23% 38
2026
Q1 		$530K Buy
+4,370
New +$559K 0.29% 37

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SEI Investments
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Global Retirement Partners
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Commonwealth Equity Services
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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

Envision Financial's DSI Position: Q3 2026 in Review

Envision Financial increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.45% in Q3 2026, buying an estimated $2.31K and bringing the position to 3,583 shares worth $524K. The position accounts for 0.23% of the portfolio, ranked #36.

Envision Financial first reported a position in DSI in Q1 2026 and has held it in 3 quarters since. The position peaked at $530K in Q1 2026. 443 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Envision Financial held 3,583 shares of iShares MSCI KLD 400 Social ETF worth $524K as of Q3 2026.
  • Envision Financial bought 16 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $2.31K.
  • iShares MSCI KLD 400 Social ETF made up 0.23% of Envision Financial's portfolio in Q3 2026, its #36 holding.
  • Envision Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2026 and has held it in 3 quarters since.
  • Envision Financial's iShares MSCI KLD 400 Social ETF position peaked at $530K in Q1 2026.
  • 443 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.