MRA Advisory Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

MRA Advisory 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	$465K	Buy	3,182 +55	+2%	+$7.94K	0.17%	83
2026 Q2	$445K	Hold	3,127	–	–	0.16%	87
2026 Q1	$379K	Buy	3,127 +41	+1%	+$5.24K	0.15%	84
2025 Q4	$398K	Buy	3,086 +12	+0.4%	+$1.53K	0.17%	78
2025 Q3	$387K	Buy	3,074 +200	+7%	+$24.2K	0.17%	80
2025 Q2	$334K	Buy	2,874 +396	+16%	+$42.2K	0.16%	92
2025 Q1	$254K	Sell	2,478 -200	-7%	-$21.8K	0.14%	98
2024 Q4	$295K	Buy	2,678 +137	+5%	+$15.3K	0.16%	76
2024 Q3	$276K	Buy	2,541 +288	+13%	+$30.2K	0.15%	73
2024 Q2	$234K	Buy	2,253 +29	+1%	+$2.9K	0.13%	88
2024 Q1	$224K	Sell	2,224 -114	-5%	-$10.9K	0.13%	89
2023 Q4	$213K	Buy	+2,338	New	+$198K	0.14%	90

Other funds holding DSI

Park Avenue Securities New York $16.4B AUM 18.52% 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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

MRA Advisory Group's DSI Position: Q3 2026 in Review

MRA Advisory Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.8% in Q3 2026, buying an estimated $7.94K and bringing the position to 3,182 shares worth $465K. The position accounts for 0.17% of the portfolio, ranked #83.

MRA Advisory Group first reported a position in DSI in Q4 2023 and has held it in 12 quarters since. 217 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

MRA Advisory Group held 3,182 shares of iShares MSCI KLD 400 Social ETF worth $465K as of Q3 2026.
MRA Advisory Group bought 55 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $7.94K.
iShares MSCI KLD 400 Social ETF made up 0.17% of MRA Advisory Group's portfolio in Q3 2026, its #83 holding.
MRA Advisory Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 12 quarters since.
217 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.