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Sterling Manor Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Sterling Manor Financial’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
Q1 		– Sell
-1,613
Closed -$208K – 40
2025
Q4 		$208K Sell
1,613
-61
-4% -$7.79K 0.13% 35
2025
Q3 		$211K Buy
+1,674
New +$202K 0.13% 35

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Sterling Manor Financial's DSI Position: Q1 2026 in Review

Sterling Manor Financial sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2026, closing a stake of 1,613 shares — an estimated $208K sold.

Sterling Manor Financial first reported a position in DSI in Q3 2025 and held it in 2 quarters. The position peaked at $211K in Q3 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Sterling Manor Financial reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2026 after selling out during the quarter.
  • Sterling Manor Financial sold 1,613 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $208K.
  • Sterling Manor Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2025 and held it in 2 quarters.
  • Sterling Manor Financial's iShares MSCI KLD 400 Social ETF position peaked at $211K in Q3 2025.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.