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Financial Planning Hawaii’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Financial Planning Hawaii’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 		$318K Hold
2,232
– – 0.17% 104
2026
Q1 		$270K Sell
2,232
-43
-2% -$5.5K 0.16% 109
2025
Q4 		$293K Buy
+2,275
New +$291K 0.17% 108

Other funds holding DSI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Financial Planning Hawaii's DSI Position: Q2 2026 in Review

Financial Planning Hawaii held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 2,232 shares worth $318K. The position accounts for 0.17% of the portfolio, ranked #104.

Financial Planning Hawaii first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Financial Planning Hawaii held 2,232 shares of iShares MSCI KLD 400 Social ETF worth $318K as of Q2 2026.
  • Financial Planning Hawaii left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.17% of Financial Planning Hawaii's portfolio in Q2 2026, its #104 holding.
  • Financial Planning Hawaii first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
  • 392 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.