Silver Oak Securities’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Silver Oak Securities’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	–	Sell	-2,330	Closed	-$302K	–	800
2025 Q4	$302K	Buy	+2,330	New	+$298K	0.02%	634
2022 Q2	–	Sell	-14,844	Closed	-$1.26M	–	288
2022 Q1	$1.26M	Buy	+14,844	New	+$1.27M	0.26%	85

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Silver Oak Securities's DSI Position: Q1 2026 in Review

Silver Oak Securities sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2026, closing a stake of 2,330 shares — an estimated $302K sold.

Silver Oak Securities first reported a position in DSI in Q1 2022 and held it in 2 quarters. The position peaked at $1.26M in Q1 2022. 592 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Silver Oak Securities reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2026 after selling out during the quarter.
Silver Oak Securities sold 2,330 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $302K.
Silver Oak Securities first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2022 and held it in 2 quarters.
Silver Oak Securities's iShares MSCI KLD 400 Social ETF position peaked at $1.26M in Q1 2022.
592 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.