New Covenant Trust Company’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

New Covenant Trust Company’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	$330K	Hold	2,256	–	–	0.23%	72
2026 Q2	$321K	Hold	2,256	–	–	0.24%	70
2026 Q1	$273K	Hold	2,256	–	–	0.24%	73
2025 Q4	$291K	Hold	2,256	–	–	0.26%	60
2025 Q3	$284K	Hold	2,256	–	–	0.26%	58
2025 Q2	$261K	Buy	+2,256	New	+$240K	0.23%	68

Other funds holding DSI

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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

New Covenant Trust Company's DSI Position: Q3 2026 in Review

New Covenant Trust Company held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2026 at 2,256 shares worth $330K. The position accounts for 0.23% of the portfolio, ranked #72.

New Covenant Trust Company first reported a position in DSI in Q2 2025 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

New Covenant Trust Company held 2,256 shares of iShares MSCI KLD 400 Social ETF worth $330K as of Q3 2026.
New Covenant Trust Company left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2026.
iShares MSCI KLD 400 Social ETF made up 0.23% of New Covenant Trust Company's portfolio in Q3 2026, its #72 holding.
New Covenant Trust Company first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2025 and has held it in 6 quarters since.
24 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on New Covenant Trust Company's 13F filing for Q3 2026, filed 8 Oct 2026.