Tilson Financial Group
DSI icon

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

Tilson 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
Q3 		$292K Hold
1,998
– – 0.08% 84
2026
Q2 		$284K Hold
1,998
– – 0.08% 75
2026
Q1 		$242K Hold
1,998
– – 0.07% 74
2025
Q4 		$257K Hold
1,998
– – 0.08% 74
2025
Q3 		$252K Hold
1,998
– – 0.08% 70
2025
Q2 		$232K Hold
1,998
– – 0.09% 68
2025
Q1 		$205K Hold
1,998
– – 0.08% 71
2024
Q4 		$220K Hold
1,998
– – 0.09% 67
2024
Q3 		$217K Buy
+1,998
New +$209K 0.09% 72
2024
Q2 		– Sell
-1,998
Closed -$201K – 42
2024
Q1 		$201K Buy
+1,998
New +$191K 0.11% 69

Other funds holding DSI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Tilson Financial Group's DSI Position: Q3 2026 in Review

Tilson Financial Group held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2026 at 1,998 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #84.

Tilson Financial Group first reported a position in DSI in Q1 2024 and has held it in 10 quarters since. 418 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Tilson Financial Group held 1,998 shares of iShares MSCI KLD 400 Social ETF worth $292K as of Q3 2026.
  • Tilson Financial Group left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.08% of Tilson Financial Group's portfolio in Q3 2026, its #84 holding.
  • Tilson Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and has held it in 10 quarters since.
  • 418 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Tilson Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.