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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
Q3 		$2.54M Sell
17,365
-161
-0.9% -$23.2K 0.06% 76
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
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

SigFig Wealth Management's DSI Position: Q3 2026 in Review

SigFig Wealth Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.92% in Q3 2026, selling an estimated $23.2K and leaving 17,365 shares worth $2.54M. The position accounts for 0.06% of the portfolio, ranked #76.

SigFig Wealth Management first reported a position in DSI in Q2 2021 and has held it in 21 quarters since. 24 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • SigFig Wealth Management held 17,365 shares of iShares MSCI KLD 400 Social ETF worth $2.54M as of Q3 2026.
  • SigFig Wealth Management sold 161 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $23.2K.
  • iShares MSCI KLD 400 Social ETF made up 0.06% of SigFig Wealth Management's portfolio in Q3 2026, its #76 holding.
  • SigFig Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2021 and has held it in 21 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.