HAP
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Harbor Asset Planning’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Harbor Asset Planning’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 		$810K Buy
5,686
+11
+0.2% +$1.51K 0.61% 43
2026
Q1 		$688K Buy
5,675
+12
+0.2% +$1.53K 0.58% 44
2025
Q4 		$730K Buy
5,663
+15
+0.3% +$1.92K 0.62% 41
2025
Q3 		$711K Sell
5,648
-331
-6% -$40K 0.64% 41
2025
Q2 		$694K Buy
+5,979
New +$637K 0.66% 39

Other funds holding DSI

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Harbor Asset Planning's DSI Position: Q2 2026 in Review

Harbor Asset Planning increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.19% in Q2 2026, buying an estimated $1.51K and bringing the position to 5,686 shares worth $810K. The position accounts for 0.61% of the portfolio, ranked #43.

Harbor Asset Planning first reported a position in DSI in Q2 2025 and has held it in 5 quarters since. 197 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Harbor Asset Planning held 5,686 shares of iShares MSCI KLD 400 Social ETF worth $810K as of Q2 2026.
  • Harbor Asset Planning bought 11 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $1.51K.
  • iShares MSCI KLD 400 Social ETF made up 0.61% of Harbor Asset Planning's portfolio in Q2 2026, its #43 holding.
  • Harbor Asset Planning first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2025 and has held it in 5 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.