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Peak Financial Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Peak Financial Management’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 		$882K Buy
6,191
+6
+0.1% +$822 0.2% 47
2026
Q1 		$750K Sell
6,185
-130
-2% -$16.6K 0.19% 46
2025
Q4 		$814K Hold
6,315
– – 0.21% 45
2025
Q3 		$795K Buy
6,315
+185
+3% +$22.4K 0.21% 46
2025
Q2 		$712K Sell
6,130
-30
-0.5% -$3.19K 0.2% 49
2025
Q1 		$631K Sell
6,160
-85
-1% -$9.27K 0.19% 50
2024
Q4 		$689K Sell
6,245
-20
-0.3% -$2.23K 0.21% 49
2024
Q3 		$682K Sell
6,265
-25
-0.4% -$2.62K 0.2% 51
2024
Q2 		$653K Hold
6,290
– – 0.2% 48
2024
Q1 		$634K Sell
6,290
-20
-0.3% -$1.91K 0.2% 49
2023
Q4 		$575K Sell
6,310
-12
-0.2% -$1.02K 0.19% 49
2023
Q3 		$515K Sell
6,322
-8
-0.1% -$678 0.19% 48
2023
Q2 		$533K Buy
6,330
+690
+12% +$54.8K 0.19% 52
2023
Q1 		$440K Sell
5,640
-70
-1% -$5.29K 0.16% 48
2022
Q4 		$410K Buy
5,710
+97
+2% +$6.97K 0.16% 51
2022
Q3 		$376K Buy
5,613
+384
+7% +$28.8K 0.16% 50
2022
Q2 		$376K Buy
5,229
+1,330
+34% +$104K 0.14% 48
2022
Q1 		$338K Buy
3,899
+235
+6% +$20.2K 0.11% 55
2021
Q4 		$340K Sell
3,664
-257
-7% -$23.2K 0.11% 57
2021
Q3 		$326K Buy
3,921
+265
+7% +$22.7K 0.11% 51
2021
Q2 		$303K Sell
3,656
-247
-6% -$19.9K 0.1% 57
2021
Q1 		$298K Buy
3,903
+55
+1% +$4.07K 0.11% 54
2020
Q4 		$275K Buy
3,848
+40
+1% +$2.71K 0.1% 56
2020
Q3 		$244K Buy
+3,808
New +$240K 0.11% 53

Other funds holding DSI

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Peak Financial Management's DSI Position: Q2 2026 in Review

Peak Financial Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.1% in Q2 2026, buying an estimated $822 and bringing the position to 6,191 shares worth $882K. The position accounts for 0.2% of the portfolio, ranked #47.

Peak Financial Management first reported a position in DSI in Q3 2020 and has held it in 24 quarters since. 294 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Peak Financial Management held 6,191 shares of iShares MSCI KLD 400 Social ETF worth $882K as of Q2 2026.
  • Peak Financial Management bought 6 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $822.
  • iShares MSCI KLD 400 Social ETF made up 0.2% of Peak Financial Management's portfolio in Q2 2026, its #47 holding.
  • Peak Financial Management first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2020 and has held it in 24 quarters since.
  • 294 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.