Tilson Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Tilson Financial Group’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
2025 Q3	$252K	Hold
2025 Q2	$232K	Hold
2025 Q1	$205K	Hold
2024 Q4	$220K	Hold
2024 Q3	$217K	Buy
2024 Q2	–	Sell
2024 Q1	$201K	Buy