Willow Creek Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Willow Creek Wealth Management’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
2025 Q3	$927K	Hold	7,361	–	–	0.08%	82
2025 Q2	$855K	Buy	7,361 +8	+0.1%	+$852	0.08%	75
2025 Q1	$753K	Hold	7,353	–	–	0.07%	74
2024 Q4	$811K	Sell	7,353 -5	-0.1%	-$559	0.08%	69
2024 Q3	$800K	Buy	7,358 +49	+0.7%	+$5.14K	0.08%	70
2024 Q2	$759K	Sell	7,309 -22	-0.3%	-$2.2K	0.09%	68
2024 Q1	$739K	Hold	7,331	–	–	0.09%	69
2023 Q4	$667K	Sell	7,331 -129	-2%	-$10.9K	0.08%	71
2023 Q3	$607K	Hold	7,460	–	–	0.09%	72
2023 Q2	$628K	Sell	7,460 -2	-0%	-$159	0.09%	76
2023 Q1	$582K	Sell	7,462 -102	-1%	-$7.71K	0.09%	72
2022 Q4	$543K	Hold	7,564	–	–	0.09%	69
2022 Q3	$507K	Hold	7,564	–	–	0.1%	68
2022 Q2	$544K	Hold	7,564	–	–	0.1%	66
2022 Q1	$655K	Hold	7,564	–	–	0.13%	54
2021 Q4	$703K	Sell	7,564 -92	-1%	-$8.29K	0.15%	52
2021 Q3	$637K	Hold	7,656	–	–	0.14%	47
2021 Q2	$634K	Sell	7,656 -54	-0.7%	-$4.34K	0.15%	46
2021 Q1	$589K	Sell	7,710 -192	-2%	-$14.2K	0.22%	35
2020 Q4	$565K	Hold	7,902	–	–	0.21%	37
2020 Q3	$506K	Sell	7,902 -546	-6%	-$34.5K	0.21%	35
2020 Q2	$499K	Sell	8,448 -16	-0.2%	-$889	0.22%	34
2020 Q1	$412K	Sell	8,464 -370	-4%	-$21.2K	0.21%	35
2019 Q4	$531K	Hold	8,834	–	–	0.24%	36
2019 Q3	$490K	Sell	8,834 -50	-0.6%	-$2.76K	0.23%	36
2019 Q2	$486K	Buy	+8,884	New	+$477K	0.23%	37

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Willow Creek Wealth Management's DSI Position: Q3 2025 in Review

Willow Creek Wealth Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2025 at 7,361 shares worth $927K. The position accounts for 0.08% of the portfolio, ranked #82.

Willow Creek Wealth Management first reported a position in DSI in Q2 2019 and has held it in 26 quarters since. 561 funds tracked by Wall St. Rank hold DSI as of Q3 2025.

Willow Creek Wealth Management held 7,361 shares of iShares MSCI KLD 400 Social ETF worth $927K as of Q3 2025.
Willow Creek Wealth Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2025.
iShares MSCI KLD 400 Social ETF made up 0.08% of Willow Creek Wealth Management's portfolio in Q3 2025, its #82 holding.
Willow Creek Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2019 and has held it in 26 quarters since.
561 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.