SignatureFD
DSI icon

SignatureFD’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

SignatureFD’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 		$22.4K Hold
153
– – ﹤0.01% 2367
2026
Q2 		$21.7K Buy
153
+1
+0.7% +$137 ﹤0.01% 2306
2026
Q1 		$18.5K Hold
152
– – ﹤0.01% 2232
2025
Q4 		$19.6K Hold
152
– – ﹤0.01% 2129
2025
Q3 		$19.1K Hold
152
– – ﹤0.01% 2131
2025
Q2 		$17.7K Hold
152
– – ﹤0.01% 2100
2025
Q1 		$15.6K Hold
152
– – ﹤0.01% 2184
2024
Q4 		$16.8K Buy
+152
New +$17K ﹤0.01% 2144

Other funds holding DSI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

SignatureFD's DSI Position: Q3 2026 in Review

SignatureFD held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2026 at 153 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

SignatureFD first reported a position in DSI in Q4 2024 and has held it in 8 quarters since. 292 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • SignatureFD held 153 shares of iShares MSCI KLD 400 Social ETF worth $22.4K as of Q3 2026.
  • SignatureFD left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2026.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2367 holding.
  • SignatureFD first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 8 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.