Rede Wealth
DSI icon

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

Rede 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 		$757K Sell
5,178
-95
-2% -$13.7K 0.25% 44
2026
Q2 		$751K Sell
5,273
-508
-9% -$69.6K 0.25% 46
2026
Q1 		$701K Sell
5,781
-901
-13% -$115K 0.25% 44
2025
Q4 		$861K Buy
+6,682
New +$854K 0.3% 38
2025
Q3 		– Sell
-6,074
Closed -$706K – 125
2025
Q2 		$706K Hold
6,074
– – 0.25% 45
2025
Q1 		$622K Sell
6,074
-660
-10% -$72K 0.22% 48
2024
Q4 		$742K Sell
6,734
-311
-4% -$34.7K 0.28% 40
2024
Q3 		$766K Sell
7,045
-642
-8% -$67.3K 0.29% 37
2024
Q2 		$798K Hold
7,687
– – 0.74% 31
2024
Q1 		$775K Sell
7,687
-13
-0.2% -$1.24K 0.32% 34
2023
Q4 		$701K Sell
7,700
-352
-4% -$29.9K 0.33% 36
2023
Q3 		$656K Buy
8,052
+89
+1% +$7.55K 0.33% 30
2023
Q2 		$670K Sell
7,963
-263
-3% -$20.9K 0.32% 32
2023
Q1 		$642K Buy
8,226
+361
+5% +$27.3K 0.33% 34
2022
Q4 		$565K Sell
7,865
-191
-2% -$13.7K 0.3% 39
2022
Q3 		$540K Buy
8,056
+328
+4% +$24.6K 0.32% 38
2022
Q2 		$556K Sell
7,728
-222
-3% -$17.3K 0.32% 41
2022
Q1 		$689K Buy
7,950
+719
+10% +$61.7K 0.32% 42
2021
Q4 		$672K Buy
7,231
+12
+0.2% +$1.08K 0.34% 44
2021
Q3 		$601K Buy
7,219
+447
+7% +$38.2K 0.32% 45
2021
Q2 		$561K Sell
6,772
-95
-1% -$7.64K 0.3% 48
2021
Q1 		$524K Buy
6,867
+717
+12% +$53.1K 0.3% 50
2020
Q4 		$440K Buy
+6,150
New +$417K 0.3% 48

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
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
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

Rede Wealth's DSI Position: Q3 2026 in Review

Rede Wealth reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.8% in Q3 2026, selling an estimated $13.7K and leaving 5,178 shares worth $757K. The position accounts for 0.25% of the portfolio, ranked #44.

Rede Wealth first reported a position in DSI in Q4 2020 and has held it in 23 quarters since. The position peaked at $861K in Q4 2025. 197 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Rede Wealth held 5,178 shares of iShares MSCI KLD 400 Social ETF worth $757K as of Q3 2026.
  • Rede Wealth sold 95 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $13.7K.
  • iShares MSCI KLD 400 Social ETF made up 0.25% of Rede Wealth's portfolio in Q3 2026, its #44 holding.
  • Rede Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 23 quarters since.
  • Rede Wealth's iShares MSCI KLD 400 Social ETF position peaked at $861K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

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