Snider Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Snider Financial Group’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	$307K	Hold	2,155	–	–	0.08%	90
2026 Q1	$261K	Buy	2,155 +346	+19%	+$44.2K	0.08%	91
2025 Q4	$233K	Hold	1,809	–	–	0.06%	100
2025 Q3	$228K	Hold	1,809	–	–	0.06%	109
2025 Q2	$210K	Buy	+1,809	New	+$193K	0.06%	111
2024 Q2	–	Sell	-1,995	Closed	-$201K	–	62
2024 Q1	$201K	Buy	+1,995	New	+$191K	0.08%	58

Other funds holding DSI

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Snider Financial Group's DSI Position: Q2 2026 in Review

Snider Financial Group held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 2,155 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #90.

Snider Financial Group first reported a position in DSI in Q1 2024 and has held it in 6 quarters since. 197 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Snider Financial Group held 2,155 shares of iShares MSCI KLD 400 Social ETF worth $307K as of Q2 2026.
Snider Financial Group left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.08% of Snider Financial Group's portfolio in Q2 2026, its #90 holding.
Snider Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and has held it in 6 quarters since.
197 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.