MYeCFO
DSI icon

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

MYeCFO’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 		$512K Hold
3,500
– – 0.19% 52
2026
Q2 		$498K Hold
3,500
– – 0.19% 51
2026
Q1 		$424K Buy
3,500
+70
+2% +$8.95K 0.18% 53
2025
Q4 		$442K Buy
3,430
+870
+34% +$111K 0.19% 51
2025
Q3 		$322K Hold
2,560
– – 0.15% 53
2025
Q2 		$297K Sell
2,560
-1,340
-34% -$143K 0.15% 51
2025
Q1 		$399K Buy
3,900
+90
+2% +$9.8K 0.21% 45
2024
Q4 		$420K Buy
3,810
+650
+21% +$72.6K 0.23% 45
2024
Q3 		$344K Sell
3,160
-178
-5% -$18.7K 0.19% 49
2024
Q2 		$347K Buy
3,338
+178
+6% +$17.8K 0.2% 46
2024
Q1 		$319K Hold
3,160
– – 0.19% 48
2023
Q4 		$288K Buy
3,160
+650
+26% +$55.1K 0.18% 44
2023
Q3 		$204K Hold
2,510
– – 0.14% 47
2023
Q2 		$211K Buy
+2,510
New +$199K 0.15% 43

Other funds holding DSI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

MYeCFO's DSI Position: Q3 2026 in Review

MYeCFO held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2026 at 3,500 shares worth $512K. The position accounts for 0.19% of the portfolio, ranked #52.

MYeCFO first reported a position in DSI in Q2 2023 and has held it in 14 quarters since. 292 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • MYeCFO held 3,500 shares of iShares MSCI KLD 400 Social ETF worth $512K as of Q3 2026.
  • MYeCFO left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.19% of MYeCFO's portfolio in Q3 2026, its #52 holding.
  • MYeCFO first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2023 and has held it in 14 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.