Sax Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Sax Wealth Advisors’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	$1.57M	Sell	12,961 -717	-5%	-$98.3K	0.06%	175
2026 Q1	$1.76M	Hold	13,678	–	–	0.09%	130
2025 Q4	$1.76M	Buy	13,678 +472	+4%	+$60.3K	0.08%	133
2025 Q3	$1.66M	Buy	13,206 +510	+4%	+$61.7K	0.09%	122
2025 Q2	$1.47M	Buy	12,696 +764	+6%	+$81.4K	0.09%	126
2025 Q1	$1.22M	Buy	11,932 +8,295	+228%	+$905K	0.09%	123
2024 Q4	$401K	Buy	3,637 +115	+3%	+$12.8K	0.03%	220
2024 Q3	$383K	Buy	3,522 +840	+31%	+$88.1K	0.03%	196
2024 Q2	$279K	Buy	+2,682	New	+$268K	0.03%	218

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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 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