Harbor Asset Planning’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Harbor Asset Planning’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	$833K	Buy	5,698 +12	+0.2%	+$1.73K	0.62%	42
2026 Q2	$810K	Buy	5,686 +11	+0.2%	+$1.51K	0.61%	43
2026 Q1	$688K	Buy	5,675 +12	+0.2%	+$1.53K	0.58%	44
2025 Q4	$730K	Buy	5,663 +15	+0.3%	+$1.92K	0.62%	41
2025 Q3	$711K	Sell	5,648 -331	-6%	-$40K	0.64%	41
2025 Q2	$694K	Buy	+5,979	New	+$637K	0.66%	39

Other funds holding DSI

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

MWM

Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Harbor Asset Planning's DSI Position: Q3 2026 in Review

Harbor Asset Planning increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.21% in Q3 2026, buying an estimated $1.73K and bringing the position to 5,698 shares worth $833K. The position accounts for 0.62% of the portfolio, ranked #42.

Harbor Asset Planning first reported a position in DSI in Q2 2025 and has held it in 6 quarters since. 271 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

Harbor Asset Planning held 5,698 shares of iShares MSCI KLD 400 Social ETF worth $833K as of Q3 2026.
Harbor Asset Planning bought 12 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $1.73K.
iShares MSCI KLD 400 Social ETF made up 0.62% of Harbor Asset Planning's portfolio in Q3 2026, its #42 holding.
Harbor Asset Planning first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2025 and has held it in 6 quarters since.
271 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.