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 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 $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Sage Financial Management Group's DSI Position: Q1 2026 in Review

Sage Financial Management Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 9.8% in Q1 2026, buying an estimated $38K and bringing the position to 3,326 shares worth $403K. The position accounts for 0.12% of the portfolio, ranked #40.

Sage Financial Management Group first reported a position in DSI in Q1 2021 and has held it in 17 quarters since. The position peaked at $458K in Q4 2024. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Sage Financial Management Group held 3,326 shares of iShares MSCI KLD 400 Social ETF worth $403K as of Q1 2026.
Sage Financial Management Group bought 297 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $38K.
iShares MSCI KLD 400 Social ETF made up 0.12% of Sage Financial Management Group's portfolio in Q1 2026, its #40 holding.
Sage Financial Management Group first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2021 and has held it in 17 quarters since.
Sage Financial Management Group's iShares MSCI KLD 400 Social ETF position peaked at $458K in Q4 2024.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.