ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 29,688 Value ($000) $3,825 Avg Close — Range —
Q3 2025
Shares 25,810 Value ($000) $3,251 Avg Close — Range —
Q2 2025
Shares 23,817 Value ($000) $2,767 Avg Close — Range —
Q1 2025
Shares 25,085 Value ($000) $2,569 Avg Close — Range —
Q4 2024
Shares 15,185 Value ($000) $1,674 Avg Close — Range —
Q3 2024
Shares 7,786 Value ($000) $847 Avg Close — Range —
Q2 2024
Shares 406 Value ($000) $42 Avg Close — Range —
Q1 2024
Shares 3,494 Value ($000) $352 Avg Close — Range —
Q4 2023
Shares 18,140 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 35,753 Value ($000) $3 Avg Close — Range —
Q4 2021
Shares 20,991 Value ($000) $1,950 Avg Close — Range —