ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Adviser Investments LLC's Holding History (CIK: 0001544576)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,495 Value ($000) $708 Avg Close — Range —
Q3 2025
Shares 7,407 Value ($000) $933 Avg Close — Range —
Q2 2025
Shares 8,046 Value ($000) $935 Avg Close — Range —
Q1 2025
Shares 8,802 Value ($000) $901 Avg Close — Range —
Q4 2024
Shares 9,005 Value ($000) $993 Avg Close — Range —
Q3 2024
Shares 8,612 Value ($000) $937 Avg Close — Range —
Q2 2024
Shares 8,419 Value ($000) $874 Avg Close — Range —
Q1 2024
Shares 7,499 Value ($000) $756 Avg Close — Range —
Q4 2023
Shares 8,274 Value ($000) $753 Avg Close — Range —
Q3 2020
Shares 15,546 Value ($000) $1,989 Avg Close — Range —
Q2 2020
Shares 15,483 Value ($000) $1,827 Avg Close — Range —
Q1 2020
Shares 15,144 Value ($000) $1,475 Avg Close — Range —
Q4 2019
Shares 14,495 Value ($000) $1,741 Avg Close — Range —
Q3 2019
Shares 9,960 Value ($000) $1,105 Avg Close — Range —
Q2 2019
Shares 9,635 Value ($000) $1,054 Avg Close — Range —
Q1 2019
Shares 4,399 Value ($000) $464 Avg Close — Range —
Q2 2018
Shares 581 Value ($000) $59 Avg Close — Range —
Q1 2018
Shares 581 Value ($000) $57 Avg Close — Range —