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

Stanich 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 Q3	$3.36M	Sell	22,980 -25	-0.1%	-$3.61K	1.62%	11
2026 Q2	$3.28M	Sell	23,005 -146	-0.6%	-$20K	2.06%	7
2026 Q1	$2.81M	Sell	23,151 -63	-0.3%	-$8.06K	2.14%	7
2025 Q4	$2.99M	Sell	23,214 -53	-0.2%	-$6.77K	2.26%	7
2025 Q3	$2.93M	Sell	23,267 -74	-0.3%	-$8.95K	1.79%	11
2025 Q2	$2.74M	Sell	23,341 -57	-0.2%	-$6.07K	2.46%	6
2025 Q1	$2.4M	Sell	23,398 -264	-1%	-$28.8K	1.77%	11
2024 Q4	$2.61M	Buy	+23,662	New	+$2.64M	1.95%	11

Other funds holding DSI

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

NCM

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

MFA

McClarren Financial Advisors State College, Pennsylvania $198M AUM 12.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stanich Group's DSI Position: Q3 2026 in Review

Stanich Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.11% in Q3 2026, selling an estimated $3.61K and leaving 22,980 shares worth $3.36M. The position accounts for 1.62% of the portfolio, ranked #11.

Stanich Group first reported a position in DSI in Q4 2024 and has held it in 8 quarters since. 124 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

Stanich Group held 22,980 shares of iShares MSCI KLD 400 Social ETF worth $3.36M as of Q3 2026.
Stanich Group sold 25 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $3.61K.
iShares MSCI KLD 400 Social ETF made up 1.62% of Stanich Group's portfolio in Q3 2026, its #11 holding.
Stanich Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 8 quarters since.
124 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.