Hanson & Doremus Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Hanson & Doremus Investment 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
2026 Q2	$15K	Hold	105	–	–	﹤0.01%	413
2026 Q1	$13K	Hold	105	–	–	﹤0.01%	443
2025 Q4	$14K	Hold	105	–	–	﹤0.01%	419
2025 Q3	$13K	Sell	105 -66	-39%	-$7.98K	﹤0.01%	431
2025 Q2	$20K	Hold	171	–	–	﹤0.01%	394
2025 Q1	$18K	Hold	171	–	–	﹤0.01%	397
2024 Q4	$19K	Buy	171 +116	+211%	+$13K	﹤0.01%	372
2024 Q3	$6K	Hold	55	–	–	﹤0.01%	409
2024 Q2	$6K	Hold	55	–	–	﹤0.01%	432
2024 Q1	$6K	Buy	+55	New	+$5.26K	﹤0.01%	431
2015 Q2	–	Sell	-1,710	Closed	-$66K	–	447
2015 Q1	$66K	Hold	1,710	–	–	0.03%	241
2014 Q4	$65K	Buy	+1,710	New	+$63.9K	0.03%	243

Other funds holding DSI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

IAS

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

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

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

Hanson & Doremus Investment Management's DSI Position: Q2 2026 in Review

Hanson & Doremus Investment Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 105 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Hanson & Doremus Investment Management first reported a position in DSI in Q4 2014 and has held it in 12 quarters since. The position peaked at $66K in Q1 2015. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Hanson & Doremus Investment Management held 105 shares of iShares MSCI KLD 400 Social ETF worth $15K as of Q2 2026.
Hanson & Doremus Investment Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #413 holding.
Hanson & Doremus Investment Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2014 and has held it in 12 quarters since.
Hanson & Doremus Investment Management's iShares MSCI KLD 400 Social ETF position peaked at $66K in Q1 2015.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.