Hoxton Planning & Management
DSI icon

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
Q3 		$716K Buy
4,897
+49
+1% +$7.07K 0.18% 90
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

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Strategic Point Investment Advisors
Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Hoxton Planning & Management's DSI Position: Q3 2026 in Review

Hoxton Planning & Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 1% in Q3 2026, buying an estimated $7.07K and bringing the position to 4,897 shares worth $716K. The position accounts for 0.18% of the portfolio, ranked #90.

Hoxton Planning & Management first reported a position in DSI in Q4 2022 and has held it in 16 quarters since. The position peaked at $722K in Q4 2022. 271 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Hoxton Planning & Management held 4,897 shares of iShares MSCI KLD 400 Social ETF worth $716K as of Q3 2026.
  • Hoxton Planning & Management bought 49 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $7.07K.
  • iShares MSCI KLD 400 Social ETF made up 0.18% of Hoxton Planning & Management's portfolio in Q3 2026, its #90 holding.
  • Hoxton Planning & Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's iShares MSCI KLD 400 Social ETF position peaked at $722K in Q4 2022.
  • 271 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.