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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Van Hulzen Asset Management's DSI Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 5.1% in Q1 2026, selling an estimated $13K and leaving 1,917 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #327.

Van Hulzen Asset Management first reported a position in DSI in Q4 2019 and has held it in 23 quarters since. The position peaked at $934K in Q3 2020. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Van Hulzen Asset Management held 1,917 shares of iShares MSCI KLD 400 Social ETF worth $232K as of Q1 2026.
  • Van Hulzen Asset Management sold 102 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $13K.
  • iShares MSCI KLD 400 Social ETF made up 0.02% of Van Hulzen Asset Management's portfolio in Q1 2026, its #327 holding.
  • Van Hulzen Asset Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and has held it in 23 quarters since.
  • Van Hulzen Asset Management's iShares MSCI KLD 400 Social ETF position peaked at $934K in Q3 2020.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.