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Hershey Financial Advisers’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Hershey Financial Advisers’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
Q1 		– Sell
-13,556
Closed -$1.75M – 84
2025
Q4 		$1.75M Buy
13,556
+4,906
+57% +$627K 1.48% 20
2025
Q3 		$1.09M Buy
+8,650
New +$1.05M 0.93% 45
2024
Q4 		$1.18M Buy
+10,710
New +$1.2M 1.04% 38
2024
Q2 		$954K Buy
+9,186
New +$919K 0.86% 30

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Hershey Financial Advisers's DSI Position: Q1 2026 in Review

Hershey Financial Advisers sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2026, closing a stake of 13,556 shares — an estimated $1.75M sold.

Hershey Financial Advisers first reported a position in DSI in Q2 2024 and held it in 4 quarters. The position peaked at $1.75M in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Hershey Financial Advisers reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 13,556 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $1.75M.
  • Hershey Financial Advisers first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and held it in 4 quarters.
  • Hershey Financial Advisers's iShares MSCI KLD 400 Social ETF position peaked at $1.75M in Q4 2025.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.