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 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

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return