Hill Island Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Hill Island Financial’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	$1.46M	Buy	10,254 +2,017	+24%	+$276K	0.31%	29
2026 Q1	$998K	Buy	8,237 +375	+5%	+$47.9K	0.24%	32
2025 Q4	$1.01M	Buy	7,862 +23	+0.3%	+$2.94K	0.24%	33
2025 Q3	$987K	Buy	7,839 +870	+12%	+$105K	0.25%	33
2025 Q2	$810K	Sell	6,969 -93,765	-93%	-$9.99M	0.23%	35
2025 Q1	$10.3M	Sell	100,734 -1,741	-2%	-$190K	3.02%	8
2024 Q4	$11.3M	Sell	102,475 -2,460	-2%	-$275K	3.3%	8
2024 Q3	$11.4M	Buy	104,935 +422	+0.4%	+$44.2K	3.45%	7
2024 Q2	$10.9M	Sell	104,513 -52	-0%	-$5.2K	3.55%	7
2024 Q1	$10.5M	Sell	104,565 -1,631	-2%	-$156K	3.48%	7
2023 Q4	$9.67M	Sell	106,196 -2,471	-2%	-$210K	3.3%	9
2023 Q3	$8.85M	Sell	108,667 -498	-0.5%	-$42.2K	3.52%	8
2023 Q2	$9.19M	Sell	109,165 -5,975	-5%	-$475K	3.48%	8
2023 Q1	$8.93M	Buy	115,140 +208	+0.2%	+$15.7K	3.6%	9
2022 Q4	$8.25M	Sell	114,932 -23,181	-17%	-$1.67M	3.58%	8
2022 Q3	$9.25M	Buy	138,113 +791	+0.6%	+$59.4K	4.3%	8
2022 Q2	$9.87M	Sell	137,322 -125	-0.1%	-$9.74K	4.38%	8
2022 Q1	$11.9M	Buy	137,447 +37,377	+37%	+$3.21M	4.38%	8
2021 Q4	$9.3M	Buy	+100,070	New	+$9.02M	3.32%	8

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

Hill Island Financial's DSI Position: Q2 2026 in Review

Hill Island Financial increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 24% in Q2 2026, buying an estimated $276K and bringing the position to 10,254 shares worth $1.46M. The position accounts for 0.31% of the portfolio, ranked #29.

Hill Island Financial first reported a position in DSI in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.9M in Q1 2022. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Hill Island Financial held 10,254 shares of iShares MSCI KLD 400 Social ETF worth $1.46M as of Q2 2026.
Hill Island Financial bought 2,017 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $276K.
iShares MSCI KLD 400 Social ETF made up 0.31% of Hill Island Financial's portfolio in Q2 2026, its #29 holding.
Hill Island Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 19 quarters since.
Hill Island Financial's iShares MSCI KLD 400 Social ETF position peaked at $11.9M in Q1 2022.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Hill Island Financial's 13F filing for Q2 2026, filed 11 Aug 2026.