Evermay Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Evermay Wealth Management’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	$19K	Hold	130	–	–	﹤0.01%	439
2026 Q2	$18.5K	Hold	130	–	–	﹤0.01%	450
2026 Q1	$15.8K	Hold	130	–	–	﹤0.01%	415
2025 Q4	$16.7K	Hold	130	–	–	﹤0.01%	402
2025 Q3	$16.4K	Hold	130	–	–	﹤0.01%	407
2025 Q2	$15.1K	Hold	130	–	–	﹤0.01%	411
2025 Q1	$13.3K	Hold	130	–	–	﹤0.01%	417
2024 Q4	$14.3K	Hold	130	–	–	﹤0.01%	403
2024 Q3	$14.1K	Hold	130	–	–	﹤0.01%	427
2024 Q2	$13.5K	Hold	130	–	–	﹤0.01%	429
2024 Q1	$13.1K	Hold	130	–	–	﹤0.01%	445
2023 Q4	$11.8K	Hold	130	–	–	﹤0.01%	437
2023 Q3	$10.6K	Hold	130	–	–	﹤0.01%	420
2023 Q2	$10.9K	Hold	130	–	–	﹤0.01%	421
2023 Q1	$10.1K	Hold	130	–	–	﹤0.01%	419
2022 Q4	$9.33K	Hold	130	–	–	﹤0.01%	423
2022 Q3	$9K	Hold	130	–	–	﹤0.01%	403
2022 Q2	$9K	Hold	130	–	–	﹤0.01%	404
2022 Q1	$11K	Buy	+130	New	+$11.1K	﹤0.01%	411

Other funds holding DSI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Evermay Wealth Management's DSI Position: Q3 2026 in Review

Evermay Wealth Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2026 at 130 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Evermay Wealth Management first reported a position in DSI in Q1 2022 and has held it in 19 quarters since. 383 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

Evermay Wealth Management held 130 shares of iShares MSCI KLD 400 Social ETF worth $19K as of Q3 2026.
Evermay Wealth Management 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 Evermay Wealth Management's portfolio in Q3 2026, its #439 holding.
Evermay Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2022 and has held it in 19 quarters since.
383 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.