Integrity Alliance’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Integrity Alliance’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	$238K	Buy	+1,626	New	+$235K	0.01%	825

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

Integrity Alliance's DSI Position: Q3 2026 in Review

Integrity Alliance opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q3 2026: 1,626 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #825 among its holdings.

268 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

Integrity Alliance held 1,626 shares of iShares MSCI KLD 400 Social ETF worth $238K as of Q3 2026.
iShares MSCI KLD 400 Social ETF was a new Integrity Alliance position in Q3 2026.
iShares MSCI KLD 400 Social ETF made up 0.01% of Integrity Alliance's portfolio in Q3 2026, its #825 holding.
268 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Integrity Alliance's 13F filing for Q3 2026, filed 29 Oct 2026.