Hills Bank & Trust’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Hills Bank & Trust’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	$980K	Sell	6,885 -53	-0.8%	-$7.26K	0.04%	181
2026 Q1	$841K	Hold	6,938	–	–	0.04%	169
2025 Q4	$894K	Hold	6,938	–	–	0.05%	164
2025 Q3	$874K	Sell	6,938 -240	-3%	-$29K	0.05%	165
2025 Q2	$834K	Sell	7,178 -100	-1%	-$10.6K	0.05%	162
2025 Q1	$745K	Hold	7,278	–	–	0.05%	164
2024 Q4	$802K	Hold	7,278	–	–	0.06%	156
2024 Q3	$792K	Hold	7,278	–	–	0.06%	157
2024 Q2	$756K	Hold	7,278	–	–	0.06%	150
2024 Q1	$734K	Hold	7,278	–	–	0.06%	150
2023 Q4	$663K	Hold	7,278	–	–	0.06%	148
2023 Q3	$593K	Sell	7,278 -87	-1%	-$7.38K	0.07%	142
2023 Q2	$620K	Hold	7,365	–	–	0.08%	131
2023 Q1	$574K	Hold	7,365	–	–	0.08%	131
2022 Q4	$529K	Buy	7,365 +3,375	+85%	+$243K	0.08%	136
2022 Q3	$267K	Hold	3,990	–	–	0.04%	172
2022 Q2	$287K	Hold	3,990	–	–	0.05%	172
2022 Q1	$346K	Hold	3,990	–	–	0.05%	163
2021 Q4	$371K	Hold	3,990	–	–	0.05%	162
2021 Q3	$332K	Hold	3,990	–	–	0.05%	165
2021 Q2	$330K	Hold	3,990	–	–	0.05%	167
2021 Q1	$305K	Sell	3,990 -110	-3%	-$8.14K	0.05%	164
2020 Q4	$293K	Hold	4,100	–	–	0.05%	159
2020 Q3	$262K	Hold	4,100	–	–	0.05%	156
2020 Q2	$242K	Buy	+4,100	New	+$228K	0.05%	165
2020 Q1	–	Sell	-4,100	Closed	-$246K	–	155
2019 Q4	$246K	Hold	4,100	–	–	0.06%	146
2019 Q3	$227K	Hold	4,100	–	–	0.06%	147
2019 Q2	$224K	Hold	4,100	–	–	0.06%	148
2019 Q1	$216K	Buy	+4,100	New	+$208K	0.06%	148

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

Hills Bank & Trust's DSI Position: Q2 2026 in Review

Hills Bank & Trust reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.76% in Q2 2026, selling an estimated $7.26K and leaving 6,885 shares worth $980K. The position accounts for 0.04% of the portfolio, ranked #181.

Hills Bank & Trust first reported a position in DSI in Q1 2019 and has held it in 29 quarters since. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Hills Bank & Trust held 6,885 shares of iShares MSCI KLD 400 Social ETF worth $980K as of Q2 2026.
Hills Bank & Trust sold 53 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $7.26K.
iShares MSCI KLD 400 Social ETF made up 0.04% of Hills Bank & Trust's portfolio in Q2 2026, its #181 holding.
Hills Bank & Trust first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2019 and has held it in 29 quarters since.
636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Hills Bank & Trust's 13F filing for Q2 2026, filed 10 Aug 2026.