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

Erickson Financial 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 Q1	$356K	Buy	2,941 +8	+0.3%	+$1.02K	0.22%	21
2025 Q4	$378K	Buy	2,933 +399	+16%	+$51K	0.23%	20
2025 Q3	$319K	Buy	2,534 +48	+2%	+$5.8K	0.2%	22
2025 Q2	$289K	Sell	2,486 -2	-0.1%	-$213	0.2%	23
2025 Q1	$255K	Buy	2,488 +284	+13%	+$31K	0.19%	24
2024 Q4	$243K	Buy	2,204 +9	+0.4%	+$1.01K	0.17%	25
2024 Q3	$239K	Buy	+2,195	New	+$230K	0.17%	25
2022 Q4	–	Sell	-10,173	Closed	-$681K	–	23
2022 Q3	$681K	Buy	10,173 +600	+6%	+$45K	0.76%	18
2022 Q2	$688K	Buy	9,573 +3,294	+52%	+$257K	0.74%	17
2022 Q1	$544K	Buy	+6,279	New	+$538K	0.49%	19

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Erickson Financial Group's DSI Position: Q1 2026 in Review

Erickson Financial Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.27% in Q1 2026, buying an estimated $1.02K and bringing the position to 2,941 shares worth $356K. The position accounts for 0.22% of the portfolio, ranked #21.

Erickson Financial Group first reported a position in DSI in Q1 2022 and has held it in 10 quarters since. The position peaked at $688K in Q2 2022. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Erickson Financial Group held 2,941 shares of iShares MSCI KLD 400 Social ETF worth $356K as of Q1 2026.
Erickson Financial Group bought 8 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $1.02K.
iShares MSCI KLD 400 Social ETF made up 0.22% of Erickson Financial Group's portfolio in Q1 2026, its #21 holding.
Erickson Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2022 and has held it in 10 quarters since.
Erickson Financial Group's iShares MSCI KLD 400 Social ETF position peaked at $688K in Q2 2022.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Erickson Financial Group's 13F filing for Q1 2026, filed 8 Apr 2026.