Laurie J. Hall Trustee’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Laurie J. Hall Trustee’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
2025 Q3	–	Sell	-3,350	Closed	-$389K	–	116
2025 Q2	$389K	Buy	+3,350	New	+$357K	0.13%	88
2025 Q1	–	Sell	-150	Closed	-$17K	–	148
2024 Q4	$17K	Sell	150 -100	-40%	-$11.2K	0.01%	219
2024 Q3	$27K	Sell	250 -100	-29%	-$10.5K	0.01%	219
2024 Q2	$36K	Hold	350	–	–	0.01%	193
2024 Q1	$35K	Sell	350 -400	-53%	-$38.3K	0.01%	193
2023 Q4	$68K	Sell	750 -150	-17%	-$12.7K	0.03%	161
2023 Q3	$73K	Hold	900	–	–	0.03%	151
2023 Q2	$76K	Hold	900	–	–	0.03%	151
2023 Q1	$70K	Buy	+900	New	+$68K	0.03%	157

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Laurie J. Hall Trustee's DSI Position: Q3 2025 in Review

Laurie J. Hall Trustee sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2025, closing a stake of 3,350 shares — an estimated $389K sold.

Laurie J. Hall Trustee first reported a position in DSI in Q1 2023 and held it in 9 quarters. The position peaked at $389K in Q2 2025. 561 funds tracked by Wall St. Rank hold DSI as of Q3 2025.

Laurie J. Hall Trustee reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 3,350 iShares MSCI KLD 400 Social ETF shares in Q3 2025, an estimated $389K.
Laurie J. Hall Trustee first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2023 and held it in 9 quarters.
Laurie J. Hall Trustee's iShares MSCI KLD 400 Social ETF position peaked at $389K in Q2 2025.
561 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2025, filed 14 Oct 2025.