Sigma Planning Corp
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Sigma Planning Corp’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Sigma Planning Corp’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 		$734K Buy
5,019
+2
+0% +$289 0.02% 690
2026
Q2 		$714K Sell
5,017
-1,466
-23% -$201K 0.02% 741
2026
Q1 		$786K Buy
6,483
+2
+0% +$256 0.02% 665
2025
Q4 		$835K Buy
6,481
+2
+0% +$255 0.02% 605
2025
Q3 		$816K Sell
6,479
-2,861
-31% -$346K 0.02% 608
2025
Q2 		$1.08M Buy
9,340
+8
+0.1% +$852 0.03% 475
2025
Q1 		$956K Sell
9,332
-56
-0.6% -$6.11K 0.03% 508
2024
Q4 		$1.03M Buy
9,388
+11
+0.1% +$1.23K 0.03% 478
2024
Q3 		$1.02M Sell
9,377
-489
-5% -$51.3K 0.03% 493
2024
Q2 		$1.02M Buy
9,866
+8
+0.1% +$800 0.03% 478
2024
Q1 		$994K Buy
9,858
+2,861
+41% +$274K 0.03% 507
2023
Q4 		$637K Sell
6,997
-2,836
-29% -$241K 0.05% 382
2023
Q3 		$801K Sell
9,833
-707
-7% -$59.9K 0.03% 539
2023
Q2 		$887K Sell
10,540
-481
-4% -$38.2K 0.03% 508
2023
Q1 		$860K Buy
11,021
+341
+3% +$25.8K 0.03% 573
2022
Q4 		$767K Sell
10,680
-421
-4% -$30.3K 0.03% 588
2022
Q3 		$743K Sell
11,101
-144
-1% -$10.8K 0.03% 568
2022
Q2 		$809K Sell
11,245
-68
-0.6% -$5.3K 0.03% 554
2022
Q1 		$980K Sell
11,313
-1,054
-9% -$90.4K 0.03% 548
2021
Q4 		$1.15M Buy
12,367
+126
+1% +$11.4K 0.03% 493
2021
Q3 		$1.02M Sell
12,241
-2
-0% -$171 0.03% 535
2021
Q2 		$1.01M Sell
12,243
-237
-2% -$19.1K 0.03% 553
2021
Q1 		$953K Buy
12,480
+91
+0.7% +$6.74K 0.03% 515
2020
Q4 		$886K Sell
12,389
-67
-0.5% -$4.54K 0.03% 475
2020
Q3 		$797K Buy
+12,456
New +$787K 0.03% 466

Other funds holding DSI

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Sigma Planning Corp's DSI Position: Q3 2026 in Review

Sigma Planning Corp increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.04% in Q3 2026, buying an estimated $289 and bringing the position to 5,019 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #690.

Sigma Planning Corp first reported a position in DSI in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.15M in Q4 2021. 222 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Sigma Planning Corp held 5,019 shares of iShares MSCI KLD 400 Social ETF worth $734K as of Q3 2026.
  • Sigma Planning Corp bought 2 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $289.
  • iShares MSCI KLD 400 Social ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #690 holding.
  • Sigma Planning Corp first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2020 and has held it in 25 quarters since.
  • Sigma Planning Corp's iShares MSCI KLD 400 Social ETF position peaked at $1.15M in Q4 2021.
  • 222 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.