Oxler Private Wealth
DSI icon

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

Oxler Private Wealth’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 		$395K Buy
2,702
+6
+0.2% +$866 0.11% 63
2026
Q2 		$384K Sell
2,696
-509
-16% -$69.8K 0.11% 69
2026
Q1 		$388K Buy
3,205
+8
+0.3% +$1.02K 0.12% 67
2025
Q4 		$412K Buy
3,197
+9
+0.3% +$1.15K 0.12% 66
2025
Q3 		$401K Buy
3,188
+8
+0.3% +$967 0.12% 67
2025
Q2 		$369K Buy
3,180
+7
+0.2% +$745 0.12% 67
2025
Q1 		$325K Buy
3,173
+8
+0.3% +$873 0.11% 72
2024
Q4 		$349K Buy
3,165
+10
+0.3% +$1.12K 0.11% 71
2024
Q3 		$343K Buy
3,155
+10
+0.3% +$1.05K 0.12% 71
2024
Q2 		$327K Buy
3,145
+6
+0.2% +$600 0.12% 68
2024
Q1 		$316K Buy
3,139
+8
+0.3% +$765 0.12% 72
2023
Q4 		$285K Buy
3,131
+24
+0.8% +$2.04K 0.24% 59
2023
Q3 		$253K Sell
3,107
-1
-0% -$85 0.13% 83
2023
Q2 		$262K Buy
3,108
+7
+0.2% +$556 0.12% 85
2023
Q1 		$242K Buy
3,101
+10
+0.3% +$755 0.12% 85
2022
Q4 		$222K Sell
3,091
-386
-11% -$27.7K 0.12% 92
2022
Q3 		$244K Buy
3,477
+413
+13% +$31K 0.14% 91
2022
Q2 		$220K Buy
3,064
+15
+0.5% +$1.17K 0.11% 101
2022
Q1 		$264K Hold
3,049
– – 0.12% 99
2021
Q4 		$283K Buy
3,049
+9
+0.3% +$811 0.12% 108
2021
Q3 		$252K Hold
3,040
– – 0.11% 117
2021
Q2 		$251K Hold
3,040
– – 0.11% 118
2021
Q1 		$232K Hold
3,040
– – 0.12% 110
2020
Q4 		$217K Buy
+3,040
New +$206K 0.12% 98

Other funds holding DSI

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
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
Strategic Point Investment Advisors
Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 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

Oxler Private Wealth's DSI Position: Q3 2026 in Review

Oxler Private Wealth increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.22% in Q3 2026, buying an estimated $866 and bringing the position to 2,702 shares worth $395K. The position accounts for 0.11% of the portfolio, ranked #63.

Oxler Private Wealth first reported a position in DSI in Q4 2020 and has held it in 24 quarters since. The position peaked at $412K in Q4 2025. 271 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Oxler Private Wealth held 2,702 shares of iShares MSCI KLD 400 Social ETF worth $395K as of Q3 2026.
  • Oxler Private Wealth bought 6 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $866.
  • iShares MSCI KLD 400 Social ETF made up 0.11% of Oxler Private Wealth's portfolio in Q3 2026, its #63 holding.
  • Oxler Private Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 24 quarters since.
  • Oxler Private Wealth's iShares MSCI KLD 400 Social ETF position peaked at $412K in Q4 2025.
  • 271 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.