HB Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

HB Wealth 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	$2.74M	Sell	19,226 -104	-0.5%	-$14.3K	0.02%	393
2026 Q1	$2.34M	Buy	19,330 +104	+0.5%	+$13.3K	0.02%	395
2025 Q4	$2.48M	Hold	19,226	–	–	0.02%	366
2025 Q3	$2.42M	Hold	19,226	–	–	0.02%	380
2025 Q2	$2.23M	Hold	19,226	–	–	0.02%	353
2025 Q1	$1.97M	Hold	19,226	–	–	0.02%	386
2024 Q4	$2.12M	Hold	19,226	–	–	0.02%	275
2024 Q3	$2.09M	Hold	19,226	–	–	0.02%	270
2024 Q2	$2M	Hold	19,226	–	–	0.02%	264
2024 Q1	$1.94M	Buy	19,226 +26	+0.1%	+$2.49K	0.02%	253
2023 Q4	$1.75M	Hold	19,200	–	–	0.03%	245
2023 Q3	$1.56M	Hold	19,200	–	–	0.03%	242
2023 Q2	$1.62M	Hold	19,200	–	–	0.03%	233
2023 Q1	$1.5M	Hold	19,200	–	–	0.03%	233
2022 Q4	$1.38M	Hold	19,200	–	–	0.03%	239
2022 Q3	$1.29M	Hold	19,200	–	–	0.03%	225
2022 Q2	$1.38M	Hold	19,200	–	–	0.03%	211
2022 Q1	$1.66M	Buy	+19,200	New	+$1.65M	0.03%	202

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

HB Wealth Management's DSI Position: Q2 2026 in Review

HB Wealth Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.54% in Q2 2026, selling an estimated $14.3K and leaving 19,226 shares worth $2.74M. The position accounts for 0.02% of the portfolio, ranked #393.

HB Wealth Management first reported a position in DSI in Q1 2022 and has held it in 18 quarters since. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

HB Wealth Management held 19,226 shares of iShares MSCI KLD 400 Social ETF worth $2.74M as of Q2 2026.
HB Wealth Management sold 104 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $14.3K.
iShares MSCI KLD 400 Social ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #393 holding.
HB Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2022 and has held it in 18 quarters since.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.