Bank of New Hampshire’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bank of New Hampshire’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	$74.6K	Hold	510	–	–	0.02%	276
2026 Q2	$72.6K	Hold	510	–	–	0.02%	296
2026 Q1	$61.8K	Hold	510	–	–	0.01%	301
2025 Q4	$65.7K	Hold	510	–	–	0.01%	269
2025 Q3	$64.2K	Hold	510	–	–	0.01%	267
2025 Q2	$59.2K	Hold	510	–	–	0.01%	283
2025 Q1	$52.2K	Hold	510	–	–	0.01%	290
2024 Q4	$56.2K	Hold	510	–	–	0.01%	279
2024 Q3	$55.5K	Hold	510	–	–	0.01%	289
2024 Q2	$53K	Hold	510	–	–	0.01%	311
2024 Q1	$51.4K	Hold	510	–	–	0.01%	313
2023 Q4	$46.4K	Hold	510	–	–	0.01%	316
2023 Q3	$41.5K	Hold	510	–	–	0.01%	318
2023 Q2	$42.9K	Hold	510	–	–	0.01%	317
2023 Q1	$39.8K	Hold	510	–	–	0.01%	319
2022 Q4	$37K	Hold	510	–	–	0.01%	336
2022 Q3	$34K	Hold	510	–	–	0.01%	338
2022 Q2	$37K	Hold	510	–	–	0.01%	338
2022 Q1	$44K	Buy	+510	New	+$43.7K	0.01%	337

Other funds holding DSI

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Bank of New Hampshire's DSI Position: Q3 2026 in Review

Bank of New Hampshire held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2026 at 510 shares worth $74.6K. The position accounts for 0.02% of the portfolio, ranked #276.

Bank of New Hampshire first reported a position in DSI in Q1 2022 and has held it in 19 quarters since. 24 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

Bank of New Hampshire held 510 shares of iShares MSCI KLD 400 Social ETF worth $74.6K as of Q3 2026.
Bank of New Hampshire left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2026.
iShares MSCI KLD 400 Social ETF made up 0.02% of Bank of New Hampshire's portfolio in Q3 2026, its #276 holding.
Bank of New Hampshire first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2022 and has held it in 19 quarters since.
24 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Bank of New Hampshire's 13F filing for Q3 2026, filed 6 Oct 2026.