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SigFig Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

SigFig Wealth Management’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 		$2.47M Sell
17,526
-420
-2% -$57.6K 0.07% 74
2026
Q1 		$2.17M Sell
17,946
-1,645
-8% -$210K 0.06% 76
2025
Q4 		$2.52M Sell
19,591
-191
-1% -$24.4K 0.08% 79
2025
Q3 		$2.48M Sell
19,782
-185
-0.9% -$22.4K 0.08% 78
2025
Q2 		$2.31M Sell
19,967
-28
-0.1% -$2.98K 0.08% 80
2025
Q1 		$2.04M Sell
19,995
-96
-0.5% -$10.5K 0.07% 80
2024
Q4 		$2.23M Sell
20,091
-830
-4% -$92.7K 0.08% 77
2024
Q3 		$2.27M Sell
20,921
-419
-2% -$43.9K 0.08% 77
2024
Q2 		$2.22M Buy
21,340
+989
+5% +$99K 0.08% 75
2024
Q1 		$2.05M Sell
20,351
-85
-0.4% -$8.13K 0.08% 78
2023
Q4 		$1.86M Buy
20,436
+2,909
+17% +$247K 0.07% 81
2023
Q3 		$1.43M Sell
17,527
-1,711
-9% -$145K 0.06% 87
2023
Q2 		$1.6M Buy
19,238
+40
+0.2% +$3.18K 0.06% 79
2023
Q1 		$1.5M Sell
19,198
-3,428
-15% -$259K 0.08% 74
2022
Q4 		$706K Buy
22,626
+1,807
+9% +$130K 0.04% 90
2022
Q3 		$560K Sell
20,819
-70
-0.3% -$5.25K 0.03% 85
2022
Q2 		$532K Buy
20,889
+12,641
+153% +$985K 0.03% 84
2022
Q1 		$345K Buy
8,248
+5,533
+204% +$475K 0.02% 82
2021
Q4 		$250K Buy
+2,715
New +$245K 0.01% 82
2021
Q3 		– Sell
-2,538
Closed -$210K – 81
2021
Q2 		$210K Buy
+2,538
New +$204K 0.01% 81

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SigFig Wealth Management's DSI Position: Q2 2026 in Review

SigFig Wealth Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.3% in Q2 2026, selling an estimated $57.6K and leaving 17,526 shares worth $2.47M. The position accounts for 0.07% of the portfolio, ranked #74.

SigFig Wealth Management first reported a position in DSI in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.52M in Q4 2025. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • SigFig Wealth Management held 17,526 shares of iShares MSCI KLD 400 Social ETF worth $2.47M as of Q2 2026.
  • SigFig Wealth Management sold 420 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $57.6K.
  • iShares MSCI KLD 400 Social ETF made up 0.07% of SigFig Wealth Management's portfolio in Q2 2026, its #74 holding.
  • SigFig Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2021 and has held it in 20 quarters since.
  • SigFig Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $2.52M in Q4 2025.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.