OPWM
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Oregon Pacific Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Oregon Pacific Wealth Management’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$664K Sell
5,717
-32
-0.6% -$3.72K 0.63% 41
2025
Q1 		$589K Buy
5,749
+188
+3% +$19.3K 0.59% 49
2024
Q4 		$613K Buy
+5,561
New +$613K 0.6% 49