Van Hulzen Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Van Hulzen Asset 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	$273K	Hold	1,917	–	–	0.02%	333
2026 Q1	$232K	Sell	1,917 -102	-5%	-$13K	0.02%	327
2025 Q4	$260K	Sell	2,019 -6	-0.3%	-$766	0.02%	287
2025 Q3	$255K	Hold	2,025	–	–	0.02%	288
2025 Q2	$235K	Hold	2,025	–	–	0.02%	288
2025 Q1	$207K	Hold	2,025	–	–	0.02%	291
2024 Q4	$223K	Sell	2,025 -626	-24%	-$69.9K	0.02%	294
2024 Q3	$288K	Sell	2,651 -993	-27%	-$104K	0.02%	262
2024 Q2	$378K	Sell	3,644 -98	-3%	-$9.81K	0.03%	224
2024 Q1	$377K	Buy	3,742 +1,047	+39%	+$100K	0.02%	242
2023 Q4	$245K	Sell	2,695 -43	-2%	-$3.65K	0.02%	285
2023 Q3	$223K	Sell	2,738 -66	-2%	-$5.6K	0.02%	280
2023 Q2	$236K	Sell	2,804 -24	-0.8%	-$1.91K	0.02%	273
2023 Q1	$221K	Buy	+2,828	New	+$214K	0.02%	268
2022 Q2	–	Sell	-2,486	Closed	-$215K	–	304
2022 Q1	$215K	Sell	2,486 -28	-1%	-$2.4K	0.02%	282
2021 Q4	$234K	Sell	2,514 -112	-4%	-$10.1K	0.03%	269
2021 Q3	$219K	Sell	2,626 -1,565	-37%	-$134K	0.03%	246
2021 Q2	$347K	Sell	4,191 -3,162	-43%	-$254K	0.05%	190
2021 Q1	$561K	Sell	7,353 -4,041	-35%	-$299K	0.09%	125
2020 Q4	$815K	Sell	11,394 -3,200	-22%	-$217K	0.12%	101
2020 Q3	$934K	Sell	14,594 -200	-1%	-$12.6K	0.14%	100
2020 Q2	$873K	Buy	14,794 +610	+4%	+$33.9K	0.13%	95
2020 Q1	$691K	Buy	14,184 +10,830	+323%	+$622K	0.15%	93
2019 Q4	$201K	Buy	+3,354	New	+$193K	0.04%	270

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

IAS

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

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

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

Van Hulzen Asset Management's DSI Position: Q2 2026 in Review

Van Hulzen Asset Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 1,917 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #333.

Van Hulzen Asset Management first reported a position in DSI in Q4 2019 and has held it in 24 quarters since. The position peaked at $934K in Q3 2020. 635 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Van Hulzen Asset Management held 1,917 shares of iShares MSCI KLD 400 Social ETF worth $273K as of Q2 2026.
Van Hulzen Asset Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #333 holding.
Van Hulzen Asset Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and has held it in 24 quarters since.
Van Hulzen Asset Management's iShares MSCI KLD 400 Social ETF position peaked at $934K in Q3 2020.
635 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.