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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

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

Bank of New Hampshire's DSI Position: Q2 2026 in Review

Bank of New Hampshire held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 510 shares worth $72.6K. The position accounts for 0.02% of the portfolio, ranked #296.

Bank of New Hampshire first reported a position in DSI in Q1 2022 and has held it in 18 quarters since. 414 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Bank of New Hampshire held 510 shares of iShares MSCI KLD 400 Social ETF worth $72.6K as of Q2 2026.
Bank of New Hampshire left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.02% of Bank of New Hampshire's portfolio in Q2 2026, its #296 holding.
Bank of New Hampshire first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2022 and has held it in 18 quarters since.
414 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Bank of New Hampshire's 13F filing for Q2 2026, filed 14 Jul 2026.