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Sage Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Sage Financial Group’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 		$1.73M Buy
12,156
+4
+0% +$548 0.1% 50
2026
Q1 		$1.47M Sell
12,152
-269
-2% -$34.4K 0.1% 46
2025
Q4 		$1.6M Sell
12,421
-311
-2% -$39.7K 0.11% 46
2025
Q3 		$1.6M Buy
12,732
+1
+0% +$121 0.11% 44
2025
Q2 		$1.48M Sell
12,731
-325
-2% -$34.6K 0.11% 45
2025
Q1 		$1.34M Sell
13,056
-56
-0.4% -$6.11K 0.11% 47
2024
Q4 		$1.45M Sell
13,112
-3,984
-23% -$445K 0.12% 46
2024
Q3 		$1.86M Sell
17,096
-303
-2% -$31.8K 0.15% 44
2024
Q2 		$1.81M Buy
17,399
+201
+1% +$20.1K 0.16% 42
2024
Q1 		$1.73M Sell
17,198
-111
-0.6% -$10.6K 0.16% 42
2023
Q4 		$1.58M Buy
17,309
+1,116
+7% +$94.7K 0.15% 42
2023
Q3 		$1.32M Sell
16,193
-280
-2% -$23.7K 0.15% 43
2023
Q2 		$1.39M Sell
16,473
-16
-0.1% -$1.27K 0.15% 42
2023
Q1 		$1.29M Sell
16,489
-2,657
-14% -$201K 0.15% 47
2022
Q4 		$1.37M Buy
19,146
+1,384
+8% +$99.5K 0.17% 47
2022
Q3 		$1.19M Buy
17,762
+616
+4% +$46.2K 0.16% 42
2022
Q2 		$1.23M Sell
17,146
-3,472
-17% -$270K 0.16% 41
2022
Q1 		$1.79M Buy
20,618
+115
+0.6% +$9.86K 0.21% 34
2021
Q4 		$1.91M Buy
20,503
+87
+0.4% +$7.84K 0.2% 36
2021
Q3 		$1.7M Sell
20,416
-283
-1% -$24.2K 0.21% 34
2021
Q2 		$1.71M Sell
20,699
-74
-0.4% -$5.95K 0.21% 34
2021
Q1 		$1.59M Buy
20,773
+140
+0.7% +$10.4K 0.21% 35
2020
Q4 		$1.48M Buy
+20,633
New +$1.4M 0.2% 35

Other funds holding DSI

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return

Sage Financial Group's DSI Position: Q2 2026 in Review

Sage Financial Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.03% in Q2 2026, buying an estimated $548 and bringing the position to 12,156 shares worth $1.73M. The position accounts for 0.1% of the portfolio, ranked #50.

Sage Financial Group first reported a position in DSI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.91M in Q4 2021. 136 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Sage Financial Group held 12,156 shares of iShares MSCI KLD 400 Social ETF worth $1.73M as of Q2 2026.
  • Sage Financial Group bought 4 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $548.
  • iShares MSCI KLD 400 Social ETF made up 0.1% of Sage Financial Group's portfolio in Q2 2026, its #50 holding.
  • Sage Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 23 quarters since.
  • Sage Financial Group's iShares MSCI KLD 400 Social ETF position peaked at $1.91M in Q4 2021.
  • 136 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.