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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$302K	Buy
2022 Q2	–	Sell
2022 Q1	$1.26M	Buy