Sharkey, Howes & Javer’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Sharkey, Howes & Javer’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	$2.98M	Sell	20,930 -1,361	-6%	-$187K	0.36%	44
2026 Q1	$2.7M	Sell	22,291 -2,525	-10%	-$323K	0.36%	43
2025 Q4	$3.2M	Buy	24,816 +214	+0.9%	+$27.3K	0.41%	42
2025 Q3	$3.1M	Buy	24,602 +47	+0.2%	+$5.68K	0.4%	45
2025 Q2	$2.85M	Sell	24,555 -448	-2%	-$47.7K	0.38%	51
2025 Q1	$2.56M	Sell	25,003 -316	-1%	-$34.5K	0.37%	56
2024 Q4	$2.79M	Sell	25,319 -921	-4%	-$103K	0.39%	53
2024 Q3	$2.85M	Sell	26,240 -4,001	-13%	-$419K	0.41%	48
2024 Q2	$3.14M	Sell	30,241 -656	-2%	-$65.6K	0.51%	34
2024 Q1	$3.11M	Sell	30,897 -1,146	-4%	-$110K	0.51%	34
2023 Q4	$2.92M	Buy	32,043 +3,606	+13%	+$306K	0.51%	31
2023 Q3	$2.32M	Buy	28,437 +1,329	+5%	+$113K	0.44%	39
2023 Q2	$2.28M	Sell	27,108 -37,783	-58%	-$3M	0.43%	34
2023 Q1	$5.06M	Sell	64,891 -3,233	-5%	-$244K	1.09%	19
2022 Q4	$4.89M	Sell	68,124 -11,778	-15%	-$847K	1.12%	19
2022 Q3	$5.35M	Buy	79,902 +16,303	+26%	+$1.22M	1.17%	19
2022 Q2	$4.57M	Buy	63,599 +24,260	+62%	+$1.89M	1.11%	18
2022 Q1	$3.41M	Buy	39,339 +25,473	+184%	+$2.18M	0.78%	24
2021 Q4	$1.29M	Buy	+13,866	New	+$1.25M	0.29%	43
2021 Q3	–	Sell	-3,920	Closed	-$325K	–	78
2021 Q2	$325K	Sell	3,920 -3,169	-45%	-$255K	0.09%	64
2021 Q1	$541K	Buy	7,089 +1,895	+36%	+$140K	0.17%	53
2020 Q4	$372K	Buy	+5,194	New	+$352K	0.12%	56

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

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