HNH
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Hopwood Nicholas Hunter’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Hopwood Nicholas Hunter’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
Q1 		$225K Sell
1,858
-122
-6% -$15.6K 0.07% 115
2025
Q4 		$255K Buy
+1,980
New +$253K 0.08% 114

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Hopwood Nicholas Hunter's DSI Position: Q1 2026 in Review

Hopwood Nicholas Hunter reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 6.2% in Q1 2026, selling an estimated $15.6K and leaving 1,858 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #115.

Hopwood Nicholas Hunter first reported a position in DSI in Q4 2025 and has held it in 2 quarters since. The position peaked at $255K in Q4 2025. 592 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Hopwood Nicholas Hunter held 1,858 shares of iShares MSCI KLD 400 Social ETF worth $225K as of Q1 2026.
  • Hopwood Nicholas Hunter sold 122 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $15.6K.
  • iShares MSCI KLD 400 Social ETF made up 0.07% of Hopwood Nicholas Hunter's portfolio in Q1 2026, its #115 holding.
  • Hopwood Nicholas Hunter first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 2 quarters since.
  • Hopwood Nicholas Hunter's iShares MSCI KLD 400 Social ETF position peaked at $255K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Hopwood Nicholas Hunter's 13F filing for Q1 2026, filed 14 Aug 2026.