Hexagon Capital Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Hexagon Capital Partners’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
2025 Q2	–	Sell	-40	Closed	-$4.1K	–	510
2025 Q1	$4.1K	Hold	40	–	–	﹤0.01%	1233
2024 Q4	$4.41K	Hold	40	–	–	﹤0.01%	1235
2024 Q3	$4.35K	Hold	40	–	–	﹤0.01%	1083
2024 Q2	$4.15K	Hold	40	–	–	﹤0.01%	1035
2024 Q1	$4.03K	Hold	40	–	–	﹤0.01%	1032
2023 Q4	$3.64K	Hold	40	–	–	﹤0.01%	1032
2023 Q3	$3.26K	Hold	40	–	–	﹤0.01%	984
2023 Q2	$3.37K	Hold	40	–	–	﹤0.01%	984
2023 Q1	$3.12K	Hold	40	–	–	﹤0.01%	977
2022 Q4	$2.87K	Hold	40	–	–	﹤0.01%	1018
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	1019
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	891
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	762
2021 Q4	$4K	Hold	40	–	–	﹤0.01%	701
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	717
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	682
2021 Q1	$3K	Hold	40	–	–	﹤0.01%	637
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	630
2020 Q3	$2K	Buy	+40	New	+$2.53K	﹤0.01%	599

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

IAS

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

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

Hexagon Capital Partners's DSI Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2025, closing a stake of 40 shares — an estimated $4.1K sold.

Hexagon Capital Partners first reported a position in DSI in Q3 2020 and held it in 19 quarters. The position peaked at $4.41K in Q4 2024. 561 funds tracked by Wall St. Rank hold DSI as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 40 iShares MSCI KLD 400 Social ETF shares in Q2 2025, an estimated $4.1K.
Hexagon Capital Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's iShares MSCI KLD 400 Social ETF position peaked at $4.41K in Q4 2024.
561 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.