Sapient Capital’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Sapient Capital’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 Q3	$3.42M	Hold	23,380	–	–	0.05%	128
2026 Q2	$3.33M	Hold	23,380	–	–	0.04%	126
2026 Q1	$2.83M	Hold	23,380	–	–	0.04%	135
2025 Q4	$3.03M	Hold	23,380	–	–	0.04%	129
2025 Q3	$2.93M	Hold	23,380	–	–	0.05%	126
2025 Q2	$2.72M	Hold	23,380	–	–	0.05%	124
2025 Q1	$2.39M	Buy	23,380 +233	+1%	+$25.4K	0.05%	133
2024 Q4	$2.55M	Hold	23,147	–	–	0.05%	127
2024 Q3	$2.52M	Buy	23,147 +20,670	+834%	+$2.17M	0.05%	128
2024 Q2	$257K	Hold	2,477	–	–	0.01%	307
2024 Q1	$250K	Hold	2,477	–	–	0.01%	322
2023 Q4	$226K	Buy	+2,477	New	+$210K	0.01%	351

Other funds holding DSI

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Sapient Capital's DSI Position: Q3 2026 in Review

Sapient Capital held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2026 at 23,380 shares worth $3.42M. The position accounts for 0.05% of the portfolio, ranked #128.

Sapient Capital first reported a position in DSI in Q4 2023 and has held it in 12 quarters since. 24 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

Sapient Capital held 23,380 shares of iShares MSCI KLD 400 Social ETF worth $3.42M as of Q3 2026.
Sapient Capital left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2026.
iShares MSCI KLD 400 Social ETF made up 0.05% of Sapient Capital's portfolio in Q3 2026, its #128 holding.
Sapient Capital first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 12 quarters since.
24 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.