Birch Hill Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Birch Hill Investment 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	$470K	Hold	3,299	–	–	0.02%	155
2026 Q1	$400K	Buy	3,299 +75	+2%	+$9.59K	0.02%	157
2025 Q4	$415K	Sell	3,224 -655	-17%	-$83.7K	0.02%	157
2025 Q3	$489K	Buy	3,879 +81	+2%	+$9.79K	0.02%	145
2025 Q2	$441K	Buy	3,798 +440	+13%	+$46.9K	0.02%	148
2025 Q1	$344K	Buy	3,358 +344	+11%	+$37.5K	0.02%	155
2024 Q4	$332K	Sell	3,014 -145	-5%	-$16.2K	0.02%	157
2024 Q3	$344K	Hold	3,159	–	–	0.02%	149
2024 Q2	$328K	Sell	3,159 -50	-2%	-$5K	0.02%	148
2024 Q1	$323K	Buy	3,209 +60	+2%	+$5.74K	0.02%	145
2023 Q4	$287K	Buy	3,149 +45	+1%	+$3.82K	0.02%	143
2023 Q3	$253K	Buy	+3,104	New	+$263K	0.02%	141

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

Birch Hill Investment Advisors's DSI Position: Q2 2026 in Review

Birch Hill Investment Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 3,299 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #155.

Birch Hill Investment Advisors first reported a position in DSI in Q3 2023 and has held it in 12 quarters since. The position peaked at $489K in Q3 2025. 414 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Birch Hill Investment Advisors held 3,299 shares of iShares MSCI KLD 400 Social ETF worth $470K as of Q2 2026.
Birch Hill Investment Advisors 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 Birch Hill Investment Advisors's portfolio in Q2 2026, its #155 holding.
Birch Hill Investment Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2023 and has held it in 12 quarters since.
Birch Hill Investment Advisors's iShares MSCI KLD 400 Social ETF position peaked at $489K in Q3 2025.
414 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.