Perigon Wealth Management
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Perigon Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Perigon Wealth 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
Q3 		$8.21M Buy
56,137
+72
+0.1% +$10.4K 0.13% 147
2026
Q2 		$7.98M Buy
56,065
+1,143
+2% +$157K 0.13% 158
2026
Q1 		$6.66M Buy
54,922
+1,112
+2% +$142K 0.12% 170
2025
Q4 		$6.93M Buy
53,810
+2,781
+5% +$355K 0.12% 156
2025
Q3 		$6.43M Buy
51,029
+2,914
+6% +$352K 0.13% 157
2025
Q2 		$5.59M Sell
48,115
-11,752
-20% -$1.25M 0.13% 154
2025
Q1 		$6.13M Sell
59,867
-4,940
-8% -$539K 0.16% 132
2024
Q4 		$7.23M Buy
64,807
+12,051
+23% +$1.35M 0.18% 120
2024
Q3 		$5.74M Buy
52,756
+12,869
+32% +$1.35M 0.15% 140
2024
Q2 		$4.14M Buy
39,887
+7,482
+23% +$749K 0.12% 158
2024
Q1 		$3.27M Buy
32,405
+17,333
+115% +$1.66M 0.1% 188
2023
Q4 		$1.37M Buy
15,072
+1,020
+7% +$86.5K 0.04% 284
2023
Q3 		$1.14M Buy
14,052
+373
+3% +$31.6K 0.05% 288
2023
Q2 		$1.15M Buy
13,679
+2,258
+20% +$179K 0.05% 287
2023
Q1 		$891K Buy
11,421
+434
+4% +$32.8K 0.05% 293
2022
Q4 		$789K Buy
10,987
+1,582
+17% +$114K 0.05% 313
2022
Q3 		$630K Buy
9,405
+1,027
+12% +$77.1K 0.05% 283
2022
Q2 		$602K Buy
8,378
+1,832
+28% +$143K 0.05% 290
2022
Q1 		$567K Buy
6,546
+222
+4% +$19K 0.04% 330
2021
Q4 		$588K Buy
6,324
+109
+2% +$9.8K 0.04% 306
2021
Q3 		$517K Buy
6,215
+143
+2% +$12.2K 0.04% 303
2021
Q2 		$503K Buy
+6,072
New +$489K 0.04% 311
2021
Q1 		– Sell
-1,490
Closed -$107K – 629
2020
Q4 		$107K Buy
+1,490
New +$101K 0.01% 524

Other funds holding DSI

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
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
True Blue Financial
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Perigon Wealth Management's DSI Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.13% in Q3 2026, buying an estimated $10.4K and bringing the position to 56,137 shares worth $8.21M. The position accounts for 0.13% of the portfolio, ranked #147.

Perigon Wealth Management first reported a position in DSI in Q4 2020 and has held it in 23 quarters since. 201 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Perigon Wealth Management held 56,137 shares of iShares MSCI KLD 400 Social ETF worth $8.21M as of Q3 2026.
  • Perigon Wealth Management bought 72 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $10.4K.
  • iShares MSCI KLD 400 Social ETF made up 0.13% of Perigon Wealth Management's portfolio in Q3 2026, its #147 holding.
  • Perigon Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 23 quarters since.
  • 201 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.