ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

World Investment Advisors's Holding History (CIK: 0001652594)

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

Q4 2025
Shares 9,484 Value ($000) $1,222 Avg Close — Range —
Q3 2025
Shares 8,655 Value ($000) $1,090 Avg Close — Range —
Q2 2025
Shares 8,843 Value ($000) $1,027 Avg Close — Range —
Q1 2025
Shares 9,170 Value ($000) $939 Avg Close — Range —
Q4 2024
Shares 8,430 Value ($000) $929 Avg Close — Range —
Q3 2024
Shares 8,748 Value ($000) $952 Avg Close — Range —
Q2 2024
Shares 9,980 Value ($000) $1,036 Avg Close — Range —
Q1 2024
Shares 9,821 Value ($000) $990 Avg Close — Range —
Q4 2023
Shares 10,183 Value ($000) $927 Avg Close — Range —
Q3 2023
Shares 8,591 Value ($000) $702 Avg Close — Range —
Q2 2023
Shares 8,753 Value ($000) $737 Avg Close — Range —
Q1 2023
Shares 9,343 Value ($000) $729 Avg Close — Range —
Q4 2022
Shares 6,707 Value ($000) $482 Avg Close — Range —
Q3 2022
Shares 5,664 Value ($000) $379 Avg Close — Range —
Q2 2022
Shares 4,276 Value ($000) $337 Avg Close — Range —