VERITY Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

VERITY Wealth Advisors’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	$905K	Hold	6,355	–	–	0.55%	31
2026 Q1	$770K	Hold	6,355	–	–	0.51%	36
2025 Q4	$819K	Sell	6,355 -944	-13%	-$121K	0.51%	37
2025 Q3	$919K	Hold	7,299	–	–	0.58%	33
2025 Q2	$848K	Hold	7,299	–	–	0.57%	35
2025 Q1	$747K	Hold	7,299	–	–	0.55%	35
2024 Q4	$805K	Hold	7,299	–	–	0.58%	34
2024 Q3	$794K	Hold	7,299	–	–	0.56%	36
2024 Q2	$758K	Hold	7,299	–	–	0.57%	35
2024 Q1	$736K	Hold	7,299	–	–	0.56%	37
2023 Q4	$665K	Hold	7,299	–	–	0.57%	35
2023 Q3	$594K	Sell	7,299 -16	-0.2%	-$1.36K	0.56%	35
2023 Q2	$616K	Hold	7,315	–	–	0.55%	36
2023 Q1	$570K	Hold	7,315	–	–	0.53%	35
2022 Q4	$525K	Hold	7,315	–	–	0.52%	40
2022 Q3	$490K	Buy	7,315 +1,397	+24%	+$105K	0.5%	41
2022 Q2	$426K	Hold	5,918	–	–	0.41%	44
2022 Q1	$513K	Hold	5,918	–	–	0.45%	38
2021 Q4	$550K	Hold	5,918	–	–	0.46%	36
2021 Q3	$492K	Buy	5,918 +36	+0.6%	+$3.08K	0.44%	40
2021 Q2	$487K	Sell	5,882 -869	-13%	-$69.9K	0.44%	39
2021 Q1	$516K	Hold	6,751	–	–	0.46%	35
2020 Q4	$483K	Buy	6,751 +2,527	+60%	+$171K	0.44%	34
2020 Q3	$270K	Hold	4,224	–	–	0.28%	44
2020 Q2	$249K	Hold	4,224	–	–	0.27%	43
2020 Q1	$206K	Hold	4,224	–	–	0.28%	43
2019 Q4	$254K	Hold	4,224	–	–	0.24%	47
2019 Q3	$234K	Hold	4,224	–	–	0.23%	49
2019 Q2	$231K	Hold	4,224	–	–	0.23%	49
2019 Q1	$223K	Buy	+4,224	New	+$214K	0.23%	49

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GCG

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

VERITY Wealth Advisors's DSI Position: Q2 2026 in Review

VERITY Wealth Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 6,355 shares worth $905K. The position accounts for 0.55% of the portfolio, ranked #31.

VERITY Wealth Advisors first reported a position in DSI in Q1 2019 and has held it in 30 quarters since. The position peaked at $919K in Q3 2025. 152 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

VERITY Wealth Advisors held 6,355 shares of iShares MSCI KLD 400 Social ETF worth $905K as of Q2 2026.
VERITY Wealth Advisors left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.55% of VERITY Wealth Advisors's portfolio in Q2 2026, its #31 holding.
VERITY Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2019 and has held it in 30 quarters since.
VERITY Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $919K in Q3 2025.
152 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.