WealthGarden F.S.’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

WealthGarden F.S.’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	$448K	Sell	3,146 -72	-2%	-$9.87K	0.25%	112
2026 Q1	$390K	Sell	3,218 -361	-10%	-$46.2K	0.27%	108
2025 Q4	$471K	Sell	3,579 -261	-7%	-$33.3K	0.31%	93
2025 Q3	$487K	Sell	3,840 -52	-1%	-$6.29K	0.35%	86
2025 Q2	$466K	Sell	3,892 -191	-5%	-$20.3K	0.39%	78
2025 Q1	$418K	Buy	4,083 +270	+7%	+$29.5K	0.4%	81
2024 Q4	$420K	Sell	3,813 -119	-3%	-$13.3K	0.39%	77
2024 Q3	$428K	Sell	3,932 -127	-3%	-$13.3K	0.42%	71
2024 Q2	$422K	Buy	+4,059	New	+$406K	0.44%	74

Other funds holding DSI

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

NAMM

NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

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

WealthGarden F.S.'s DSI Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.2% in Q2 2026, selling an estimated $9.87K and leaving 3,146 shares worth $448K. The position accounts for 0.25% of the portfolio, ranked #112.

WealthGarden F.S. first reported a position in DSI in Q2 2024 and has held it in 9 quarters since. The position peaked at $487K in Q3 2025. 294 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

WealthGarden F.S. held 3,146 shares of iShares MSCI KLD 400 Social ETF worth $448K as of Q2 2026.
WealthGarden F.S. sold 72 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $9.87K.
iShares MSCI KLD 400 Social ETF made up 0.25% of WealthGarden F.S.'s portfolio in Q2 2026, its #112 holding.
WealthGarden F.S. first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s iShares MSCI KLD 400 Social ETF position peaked at $487K in Q3 2025.
294 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.