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
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 $1.66T 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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

SageView Advisory Group's DSI Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 3% in Q4 2025, selling an estimated $154K and leaving 39,483 shares worth $5.09M. The position accounts for 0.17% of the portfolio, ranked #75.

SageView Advisory Group first reported a position in DSI in Q4 2022 and has held it in 12 quarters since. The position peaked at $8.03M in Q4 2023. 614 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

SageView Advisory Group held 39,483 shares of iShares MSCI KLD 400 Social ETF worth $5.09M as of Q4 2025.
SageView Advisory Group sold 1,206 iShares MSCI KLD 400 Social ETF shares in Q4 2025, an estimated $154K.
iShares MSCI KLD 400 Social ETF made up 0.17% of SageView Advisory Group's portfolio in Q4 2025, its #75 holding.
SageView Advisory Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's iShares MSCI KLD 400 Social ETF position peaked at $8.03M in Q4 2023.
614 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.