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

Sage Financial Management 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	$458K	Sell	3,218 -108	-3%	-$14.8K	0.13%	41
2026 Q1	$403K	Buy	3,326 +297	+10%	+$38K	0.12%	40
2025 Q4	$390K	Hold	3,029	–	–	0.12%	43
2025 Q3	$382K	Hold	3,029	–	–	0.12%	41
2025 Q2	$352K	Sell	3,029 -131	-4%	-$13.9K	0.12%	42
2025 Q1	$324K	Sell	3,160 -990	-24%	-$108K	0.12%	43
2024 Q4	$458K	Buy	4,150 +447	+12%	+$49.9K	0.17%	36
2024 Q3	$403K	Buy	+3,703	New	+$388K	0.16%	37
2024 Q2	–	Sell	-3,752	Closed	-$378K	–	17
2024 Q1	$378K	Hold	3,752	–	–	0.18%	38
2023 Q4	$342K	Hold	3,752	–	–	0.18%	37
2023 Q3	$305K	Buy	+3,752	New	+$318K	0.18%	37
2023 Q2	–	Sell	-3,147	Closed	-$245K	–	11
2023 Q1	$245K	Sell	3,147 -990	-24%	-$74.8K	0.2%	34
2022 Q4	$297K	Sell	4,137 -10	-0.2%	-$719	0.21%	35
2022 Q3	$278K	Sell	4,147 -990	-19%	-$74.3K	0.25%	27
2022 Q2	$369K	Hold	5,137	–	–	0.26%	30
2022 Q1	$445K	Buy	5,137 +990	+24%	+$84.9K	0.31%	24
2021 Q4	$385K	Buy	+4,147	New	+$374K	0.26%	22
2021 Q2	–	Sell	-1,728	Closed	-$132K	–	51
2021 Q1	$132K	Buy	+1,728	New	+$128K	0.1%	35

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Sage Financial Management Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.2% in Q2 2026, selling an estimated $14.8K and leaving 3,218 shares worth $458K. The position accounts for 0.13% of the portfolio, ranked #41.

Sage Financial Management Group first reported a position in DSI in Q1 2021 and has held it in 18 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Sage Financial Management Group held 3,218 shares of iShares MSCI KLD 400 Social ETF worth $458K as of Q2 2026.
Sage Financial Management Group sold 108 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $14.8K.
iShares MSCI KLD 400 Social ETF made up 0.13% of Sage Financial Management Group's portfolio in Q2 2026, its #41 holding.
Sage Financial Management Group first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2021 and has held it in 18 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.