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Hoxton Planning & Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Hoxton Planning & Management’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 		$690K Buy
4,848
+793
+20% +$109K 0.18% 96
2026
Q1 		$491K Sell
4,055
-4
-0.1% -$511 0.15% 112
2025
Q4 		$523K Buy
4,059
+532
+15% +$68K 0.16% 110
2025
Q3 		$444K Buy
3,527
+166
+5% +$20.1K 0.14% 119
2025
Q2 		$390K Sell
3,361
-844
-20% -$89.9K 0.13% 130
2025
Q1 		$431K Buy
4,205
+1,863
+80% +$203K 0.16% 120
2024
Q4 		$258K Sell
2,342
-201
-8% -$22.5K 0.1% 173
2024
Q3 		$277K Sell
2,543
-102
-4% -$10.7K 0.11% 159
2024
Q2 		$275K Sell
2,645
-58
-2% -$5.8K 0.13% 123
2024
Q1 		$272K Sell
2,703
-157
-5% -$15K 0.13% 124
2023
Q4 		$260K Buy
2,860
+300
+12% +$25.5K 0.14% 118
2023
Q3 		$208K Sell
2,560
-164
-6% -$13.9K 0.13% 130
2023
Q2 		$229K Sell
2,724
-6,162
-69% -$490K 0.14% 127
2023
Q1 		$693K Sell
8,886
-1,166
-12% -$88.1K 0.38% 48
2022
Q4 		$722K Buy
+10,052
New +$722K 0.38% 51

Other funds holding DSI

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return

Hoxton Planning & Management's DSI Position: Q2 2026 in Review

Hoxton Planning & Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 20% in Q2 2026, buying an estimated $109K and bringing the position to 4,848 shares worth $690K. The position accounts for 0.18% of the portfolio, ranked #96.

Hoxton Planning & Management first reported a position in DSI in Q4 2022 and has held it in 15 quarters since. The position peaked at $722K in Q4 2022. 122 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Hoxton Planning & Management held 4,848 shares of iShares MSCI KLD 400 Social ETF worth $690K as of Q2 2026.
  • Hoxton Planning & Management bought 793 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $109K.
  • iShares MSCI KLD 400 Social ETF made up 0.18% of Hoxton Planning & Management's portfolio in Q2 2026, its #96 holding.
  • Hoxton Planning & Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and has held it in 15 quarters since.
  • Hoxton Planning & Management's iShares MSCI KLD 400 Social ETF position peaked at $722K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.