ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's Holding History (CIK: 0001632972)

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

Q4 2025
Shares 21,995 Value ($000) $2,870 Avg Close — Range —
Q3 2025
Shares 22,811 Value ($000) $2,886 Avg Close — Range —
Q2 2025
Shares 20,236 Value ($000) $2,381 Avg Close — Range —
Q1 2025
Shares 20,678 Value ($000) $2,118 Avg Close — Range —
Q4 2024
Shares 23,967 Value ($000) $2,642 Avg Close — Range —
Q3 2024
Shares 16,791 Value ($000) $1,827 Avg Close — Range —
Q2 2024
Shares 20,199 Value ($000) $2,098 Avg Close — Range —
Q1 2024
Shares 18,732 Value ($000) $1,888 Avg Close — Range —
Q4 2023
Shares 19,116 Value ($000) $1,741 Avg Close — Range —
Q3 2023
Shares 30,743 Value ($000) $2,503 Avg Close — Range —
Q2 2022
Shares 35,548 Value ($000) $2,637 Avg Close — Range —
Q1 2022
Shares 31,658 Value ($000) $2,774 Avg Close — Range —
Q4 2021
Shares 27,196 Value ($000) $2,355 Avg Close — Range —
Q3 2021
Shares 12,114 Value ($000) $1,086 Avg Close — Range —