SageView Advisory Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

SageView Advisory 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	$4.63M	Sell	32,487 -6,635	-17%	-$909K	0.15%	89
2026 Q1	$4.74M	Sell	39,122 -361	-0.9%	-$46.2K	0.17%	72
2025 Q4	$5.09M	Sell	39,483 -1,206	-3%	-$154K	0.17%	75
2025 Q3	$5.12M	Sell	40,689 -383	-0.9%	-$46.3K	0.18%	71
2025 Q2	$4.95M	Sell	41,072 -808	-2%	-$86K	0.19%	57
2025 Q1	$4.29M	Sell	41,880 -20,833	-33%	-$2.27M	0.18%	63
2024 Q4	$6.91M	Sell	62,713 -935	-1%	-$104K	0.3%	45
2024 Q3	$6.92M	Sell	63,648 -3,819	-6%	-$400K	0.35%	36
2024 Q2	$7.01M	Buy	+67,467	New	+$6.75M	0.33%	40
2024 Q1	–	Sell	-84,925	Closed	-$8.03M	–	570
2023 Q4	$8.03M	Buy	84,925 +6,529	+8%	+$554K	0.35%	38
2023 Q3	$6.38M	Sell	78,396 -2,242	-3%	-$190K	0.37%	39
2023 Q2	$6.79M	Sell	80,638 -3,703	-4%	-$294K	0.38%	38
2023 Q1	$6.58M	Sell	84,341 -2,557	-3%	-$193K	0.42%	38
2022 Q4	$6.24M	Buy	+86,898	New	+$6.25M	0.51%	44

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

SageView Advisory Group's DSI Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 17% in Q2 2026, selling an estimated $909K and leaving 32,487 shares worth $4.63M. The position accounts for 0.15% of the portfolio, ranked #89.

SageView Advisory Group first reported a position in DSI in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.03M in Q4 2023. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

SageView Advisory Group held 32,487 shares of iShares MSCI KLD 400 Social ETF worth $4.63M as of Q2 2026.
SageView Advisory Group sold 6,635 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $909K.
iShares MSCI KLD 400 Social ETF made up 0.15% of SageView Advisory Group's portfolio in Q2 2026, its #89 holding.
SageView Advisory Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's iShares MSCI KLD 400 Social ETF position peaked at $8.03M in Q4 2023.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.