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

Hilltop 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
2026 Q2	$681K	Buy	4,780 +461	+11%	+$63.2K	0.17%	76
2026 Q1	$523K	Sell	4,319 -23	-0.5%	-$2.94K	0.13%	70
2025 Q4	$559K	Buy	4,342 +163	+4%	+$20.8K	0.14%	70
2025 Q3	$526K	Sell	4,179 -306	-7%	-$37K	0.16%	69
2025 Q2	$521K	Buy	4,485 +841	+23%	+$89.6K	0.16%	71
2025 Q1	$373K	Sell	3,644 -520	-12%	-$56.7K	0.13%	76
2024 Q4	$459K	Hold	4,164	–	–	0.16%	71
2024 Q3	$453K	Buy	4,164 +442	+12%	+$46.3K	0.15%	71
2024 Q2	$387K	Buy	3,722 +470	+14%	+$47K	0.14%	70
2024 Q1	$328K	Buy	+3,252	New	+$311K	0.12%	78

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

Hilltop Partners's DSI Position: Q2 2026 in Review

Hilltop Partners increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 11% in Q2 2026, buying an estimated $63.2K and bringing the position to 4,780 shares worth $681K. The position accounts for 0.17% of the portfolio, ranked #76.

Hilltop Partners first reported a position in DSI in Q1 2024 and has held it in 10 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Hilltop Partners held 4,780 shares of iShares MSCI KLD 400 Social ETF worth $681K as of Q2 2026.
Hilltop Partners bought 461 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $63.2K.
iShares MSCI KLD 400 Social ETF made up 0.17% of Hilltop Partners's portfolio in Q2 2026, its #76 holding.
Hilltop Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and has held it in 10 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Hilltop Partners's 13F filing for Q2 2026, filed 5 Aug 2026.