Gradient Investments’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Gradient Investments’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 Q2	$6.4M	Buy	44,958 +1,713	+4%	+$235K	0.09%	169
2026 Q1	$5.24M	Sell	43,245 -506	-1%	-$64.7K	0.08%	178
2025 Q4	$5.64M	Buy	43,751 +2,441	+6%	+$312K	0.09%	171
2025 Q3	$5.2M	Sell	41,310 -641	-2%	-$77.5K	0.09%	165
2025 Q2	$4.87M	Sell	41,951 -7,667	-15%	-$816K	0.09%	163
2025 Q1	$5.08M	Sell	49,618 -2,426	-5%	-$265K	0.1%	155
2024 Q4	$5.74M	Buy	52,044 +205	+0.4%	+$22.9K	0.12%	145
2024 Q3	$5.64M	Sell	51,839 -794	-2%	-$83.2K	0.12%	140
2024 Q2	$5.47M	Buy	52,633 +562	+1%	+$56.2K	0.12%	142
2024 Q1	$5.25M	Buy	52,071 +1,280	+3%	+$122K	0.12%	133
2023 Q4	$4.62M	Sell	50,791 -1,223	-2%	-$104K	0.11%	141
2023 Q3	$4.23M	Sell	52,014 -796	-2%	-$67.5K	0.11%	136
2023 Q2	$4.45M	Sell	52,810 -5,190	-9%	-$412K	0.11%	137
2023 Q1	$4.52M	Sell	58,000 -6,638	-10%	-$501K	0.12%	136
2022 Q4	$4.64M	Sell	64,638 -14,784	-19%	-$1.06M	0.15%	139
2022 Q3	$5.32M	Sell	79,422 -56,450	-42%	-$4.24M	0.16%	137
2022 Q2	$9.77M	Sell	135,872 -16,766	-11%	-$1.31M	0.29%	104
2022 Q1	$13.2M	Sell	152,638 -6,716	-4%	-$576K	0.34%	87
2021 Q4	$14.8M	Buy	159,354 +61,855	+63%	+$5.58M	0.38%	62
2021 Q3	$8.11M	Buy	97,499 +23,628	+32%	+$2.02M	0.23%	124
2021 Q2	$6.12M	Sell	73,871 -55,279	-43%	-$4.45M	0.18%	130
2021 Q1	$9.86M	Buy	129,150 +117,375	+997%	+$8.69M	0.32%	94
2020 Q4	$1.51M	Sell	11,775 -11,775	-50%	-$798K	0.06%	141
2020 Q3	$1.51M	Buy	23,550 +1,764	+8%	+$111K	0.06%	141
2020 Q2	$1.29M	Buy	21,786 +332	+2%	+$18.5K	0.06%	157
2020 Q1	$1.04M	Buy	21,454 +1,670	+8%	+$95.9K	0.06%	175
2019 Q4	$1.19M	Sell	19,784 -7,548	-28%	-$434K	0.05%	189
2019 Q3	$1.52M	Sell	27,332 -340	-1%	-$18.8K	0.07%	156
2019 Q2	$1.51M	Buy	27,672 +1,428	+5%	+$76.7K	0.08%	153
2019 Q1	$1.38M	Buy	26,244 +6,594	+34%	+$334K	0.09%	102
2018 Q4	$914K	Buy	19,650 +19,568	+23,863%	+$968K	0.05%	132
2018 Q3	$4K	Sell	82 -11,654	-99%	-$613K	﹤0.01%	765
2018 Q2	$592K	Sell	11,736 -148	-1%	-$7.43K	0.03%	185
2018 Q1	$581K	Buy	11,884 +1,668	+16%	+$84.2K	0.03%	172
2017 Q4	$502K	Buy	10,216 +26	+0.3%	+$1.25K	0.03%	184
2017 Q3	$473K	Buy	10,190 +318	+3%	+$14.5K	0.03%	162
2017 Q2	$441K	Buy	9,872 +1,018	+11%	+$45K	0.03%	169
2017 Q1	$384K	Buy	8,854 +7,120	+411%	+$305K	0.03%	143
2016 Q4	$71K	Hold	1,734	–	–	0.01%	240
2016 Q3	$70K	Buy	+1,734	New	+$69.6K	0.01%	235
2015 Q3	–	Sell	-192	Closed	-$7K	–	618
2015 Q2	$7K	Hold	192	–	–	﹤0.01%	424
2015 Q1	$7K	Hold	192	–	–	﹤0.01%	449
2014 Q4	$7K	Buy	+192	New	+$7.18K	﹤0.01%	388

Other funds holding DSI

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Gradient Investments's DSI Position: Q2 2026 in Review

Gradient Investments increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 4% in Q2 2026, buying an estimated $235K and bringing the position to 44,958 shares worth $6.4M. The position accounts for 0.09% of the portfolio, ranked #169.

Gradient Investments first reported a position in DSI in Q4 2014 and has held it in 43 quarters since. The position peaked at $14.8M in Q4 2021. 197 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Gradient Investments held 44,958 shares of iShares MSCI KLD 400 Social ETF worth $6.4M as of Q2 2026.
Gradient Investments bought 1,713 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $235K.
iShares MSCI KLD 400 Social ETF made up 0.09% of Gradient Investments's portfolio in Q2 2026, its #169 holding.
Gradient Investments first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2014 and has held it in 43 quarters since.
Gradient Investments's iShares MSCI KLD 400 Social ETF position peaked at $14.8M in Q4 2021.
197 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.