Main Street Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Main Street 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 Q2	$1.37M	Sell	9,634 -80	-0.8%	-$11K	0.32%	31
2026 Q1	$1.18M	Sell	9,714 -138	-1%	-$17.6K	0.35%	33
2025 Q4	$1.27M	Hold	9,852	–	–	0.44%	25
2025 Q3	$1.24M	Sell	9,852 -364	-4%	-$44K	0.36%	28
2025 Q2	$1.19M	Hold	10,216	–	–	0.39%	31
2025 Q1	$1.05M	Buy	10,216 +864	+9%	+$94.3K	0.4%	30
2024 Q4	$1.03M	Buy	9,352 +1,443	+18%	+$161K	0.38%	29
2024 Q3	$860K	Hold	7,909	–	–	0.34%	34
2024 Q2	$822K	Hold	7,909	–	–	0.34%	32
2024 Q1	$797K	Buy	7,909 +10	+0.1%	+$956	0.35%	35
2023 Q4	$719K	Buy	+7,899	New	+$670K	0.25%	45

Other funds holding DSI

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return