Kennebec Savings Bank’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Kennebec Savings Bank’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	$28.8K	Buy	202 +13	+7%	+$1.78K	0.02%	193
2026 Q1	$22.9K	Hold	189	–	–	0.02%	176
2025 Q4	$24.3K	Hold	189	–	–	0.02%	177
2025 Q3	$23.8K	Hold	189	–	–	0.02%	185
2025 Q2	$22K	Buy	189 +28	+17%	+$2.98K	0.02%	188
2025 Q1	$16.5K	Hold	161	–	–	0.02%	194
2024 Q4	$17.6K	Hold	161	–	–	0.02%	194
2024 Q3	$17.5K	Buy	+161	New	+$16.9K	0.02%	204

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Kennebec Savings Bank's DSI Position: Q2 2026 in Review

Kennebec Savings Bank increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 6.9% in Q2 2026, buying an estimated $1.78K and bringing the position to 202 shares worth $28.8K. The position accounts for 0.02% of the portfolio, ranked #193.

Kennebec Savings Bank first reported a position in DSI in Q3 2024 and has held it in 8 quarters since. 225 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Kennebec Savings Bank held 202 shares of iShares MSCI KLD 400 Social ETF worth $28.8K as of Q2 2026.
Kennebec Savings Bank bought 13 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $1.78K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Kennebec Savings Bank's portfolio in Q2 2026, its #193 holding.
Kennebec Savings Bank first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2024 and has held it in 8 quarters since.
225 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.