Hantz Financial Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Hantz Financial Services’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	$59K	Hold	413	–	–	﹤0.01%	1602
2026 Q1	$50K	Hold	413	–	–	﹤0.01%	1556
2025 Q4	$53K	Hold	413	–	–	﹤0.01%	1411
2025 Q3	$52K	Sell	413 -3	-0.7%	-$363	﹤0.01%	1212
2025 Q2	$48K	Buy	+416	New	+$44.3K	﹤0.01%	973

Other funds holding DSI

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

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

Hantz Financial Services's DSI Position: Q2 2026 in Review

Hantz Financial Services held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 413 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Hantz Financial Services first reported a position in DSI in Q2 2025 and has held it in 5 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Hantz Financial Services held 413 shares of iShares MSCI KLD 400 Social ETF worth $59K as of Q2 2026.
Hantz Financial Services 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 Hantz Financial Services's portfolio in Q2 2026, its #1602 holding.
Hantz Financial Services first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2025 and has held it in 5 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.