Ledyard National Bank’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Ledyard National Bank’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	$795K	Hold	5,584	–	–	0.06%	137
2026 Q1	$677K	Buy	5,584 +1,960	+54%	+$251K	0.06%	130
2025 Q4	$467K	Hold	3,624	–	–	0.04%	157
2025 Q3	$456K	Buy	+3,624	New	+$438K	0.04%	157
2021 Q4	–	Sell	-3,064	Closed	-$255K	–	242
2021 Q3	$255K	Hold	3,064	–	–	0.03%	220
2021 Q2	$253K	Hold	3,064	–	–	0.03%	223
2021 Q1	$234K	Hold	3,064	–	–	0.03%	226
2020 Q4	$219K	Buy	+3,064	New	+$208K	0.03%	222
2019 Q1	–	Sell	-1,200	Closed	-$56K	–	359
2018 Q4	$56K	Hold	1,200	–	–	0.01%	399
2018 Q3	$64K	Hold	1,200	–	–	0.01%	400
2018 Q2	$61K	Hold	1,200	–	–	0.01%	403
2018 Q1	$59K	Hold	1,200	–	–	0.01%	426
2017 Q4	$59K	Hold	1,200	–	–	0.01%	437
2017 Q3	$56K	Hold	1,200	–	–	0.01%	434
2017 Q2	$54K	Hold	1,200	–	–	0.01%	396
2017 Q1	$52K	Hold	1,200	–	–	0.01%	410
2016 Q4	$49K	Hold	1,200	–	–	0.01%	316
2016 Q3	$48K	Hold	1,200	–	–	0.01%	323
2016 Q2	$46K	Hold	1,200	–	–	0.01%	309
2016 Q1	$46K	Hold	1,200	–	–	0.01%	327
2015 Q4	$45K	Hold	1,200	–	–	0.01%	325
2015 Q3	$43K	Hold	1,200	–	–	0.01%	311
2015 Q2	$46K	Hold	1,200	–	–	0.01%	312
2015 Q1	$46K	Hold	1,200	–	–	0.01%	306
2014 Q4	$46K	Hold	1,200	–	–	0.01%	314
2014 Q3	$44K	Hold	1,200	–	–	0.01%	274
2014 Q2	$44K	Hold	1,200	–	–	0.01%	277
2014 Q1	$42K	Hold	1,200	–	–	0.01%	270
2013 Q4	$41K	Hold	1,200	–	–	0.01%	272
2013 Q3	$38K	Hold	1,200	–	–	0.01%	247
2013 Q2	$36K	Buy	+1,200	New	+$36.1K	0.01%	244

Other funds holding DSI

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NAMM

NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Ledyard National Bank's DSI Position: Q2 2026 in Review

Ledyard National Bank held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 5,584 shares worth $795K. The position accounts for 0.06% of the portfolio, ranked #137.

Ledyard National Bank first reported a position in DSI in Q2 2013 and has held it in 31 quarters since. 294 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Ledyard National Bank held 5,584 shares of iShares MSCI KLD 400 Social ETF worth $795K as of Q2 2026.
Ledyard National Bank left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.06% of Ledyard National Bank's portfolio in Q2 2026, its #137 holding.
Ledyard National Bank first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2013 and has held it in 31 quarters since.
294 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.