KFA Private Wealth Group
DSI icon

KFA Private Wealth Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

KFA Private Wealth Group’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 		$569K Sell
3,891
-38
-1% -$5.48K 0.13% 71
2026
Q2 		$560K Buy
3,929
+535
+16% +$73.3K 0.13% 72
2026
Q1 		$411K Buy
3,394
+6
+0.2% +$767 0.1% 97
2025
Q4 		$436K Sell
3,388
-22
-0.6% -$2.81K 0.11% 90
2025
Q3 		$430K Sell
3,410
-219
-6% -$26.5K 0.12% 77
2025
Q2 		$422K Sell
3,629
-344
-9% -$36.6K 0.13% 81
2025
Q1 		$407K Buy
3,973
+5
+0.1% +$545 0.14% 71
2024
Q4 		$437K Buy
3,968
+318
+9% +$35.5K 0.18% 53
2024
Q3 		$397K Sell
3,650
-845
-19% -$88.6K 0.19% 55
2024
Q2 		$467K Buy
4,495
+6
+0.1% +$600 0.24% 46
2024
Q1 		$453K Buy
4,489
+857
+24% +$82K 0.14% 64
2023
Q4 		$331K Buy
3,632
+19
+0.5% +$1.61K 0.12% 69
2023
Q3 		$294K Hold
3,613
– – 0.12% 66
2023
Q2 		$304K Buy
3,613
+5
+0.1% +$397 0.13% 60
2023
Q1 		$281K Buy
3,608
+9
+0.3% +$680 0.13% 65
2022
Q4 		$258K Buy
3,599
+10
+0.3% +$719 0.13% 59
2022
Q3 		$240K Buy
3,589
+214
+6% +$16.1K 0.13% 60
2022
Q2 		$243K Buy
3,375
+213
+7% +$16.6K 0.13% 60
2022
Q1 		$274K Buy
3,162
+7
+0.2% +$600 0.14% 62
2021
Q4 		$293K Buy
3,155
+330
+12% +$29.8K 0.15% 60
2021
Q3 		$235K Buy
2,825
+210
+8% +$18K 0.13% 67
2021
Q2 		$217K Sell
2,615
-409
-14% -$32.9K 0.12% 68
2021
Q1 		$231K Buy
3,024
+8
+0.3% +$592 0.13% 71
2020
Q4 		$216K Buy
+3,016
New +$204K 0.14% 66

Other funds holding DSI

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Manchester Capital Management
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
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

KFA Private Wealth Group's DSI Position: Q3 2026 in Review

KFA Private Wealth Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.97% in Q3 2026, selling an estimated $5.48K and leaving 3,891 shares worth $569K. The position accounts for 0.13% of the portfolio, ranked #71.

KFA Private Wealth Group first reported a position in DSI in Q4 2020 and has held it in 24 quarters since. 232 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • KFA Private Wealth Group held 3,891 shares of iShares MSCI KLD 400 Social ETF worth $569K as of Q3 2026.
  • KFA Private Wealth Group sold 38 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $5.48K.
  • iShares MSCI KLD 400 Social ETF made up 0.13% of KFA Private Wealth Group's portfolio in Q3 2026, its #71 holding.
  • KFA Private Wealth Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 24 quarters since.
  • 232 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.