ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

White Lighthouse Investment Management Inc.'s Holding History (CIK: 0001727593)

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

Q4 2025
Shares 12,792 Value ($000) $1,648 Avg Close Range
Q3 2025
Shares 12,791 Value ($000) $1,611 Avg Close Range
Q2 2025
Shares 12,789 Value ($000) $1,486 Avg Close Range
Q1 2025
Shares 15,215 Value ($000) $1,558 Avg Close Range
Q4 2024
Shares 14,944 Value ($000) $1,648 Avg Close Range
Q3 2024
Shares 15,123 Value ($000) $1,645 Avg Close Range
Q2 2024
Shares 15,406 Value ($000) $1,600 Avg Close Range
Q1 2024
Shares 17,095 Value ($000) $1,723 Avg Close Range
Q4 2023
Shares 17,380 Value ($000) $1,582 Avg Close Range
Q3 2023
Shares 17,696 Value ($000) $1,441 Avg Close Range
Q2 2023
Shares 17,606 Value ($000) $1,482 Avg Close Range
Q1 2023
Shares 18,363 Value ($000) $1,432 Avg Close Range
Q4 2022
Shares 16,147 Value ($000) $1,159 Avg Close Range
Q3 2022
Shares 16,765 Value ($000) $1,123 Avg Close Range
Q2 2022
Shares 16,630 Value ($000) $1,196 Avg Close Range
Q1 2022
Shares 16,109 Value ($000) $1,395 Avg Close Range
Q4 2021
Shares 17,066 Value ($000) $1,586 Avg Close Range
Q3 2021
Shares 17,274 Value ($000) $1,437 Avg Close Range
Q2 2021
Shares 16,440 Value ($000) $1,362 Avg Close Range
Q1 2021
Shares 13,982 Value ($000) $1,068 Avg Close Range
Q4 2020
Shares 13,188 Value ($000) $943 Avg Close Range
Q3 2020
Shares 7,554 Value ($000) $967 Avg Close Range
Q2 2020
Shares 8,378 Value ($000) $989 Avg Close Range
Q1 2020
Shares 7,573 Value ($000) $738 Avg Close Range
Q4 2019
Shares 2,808 Value ($000) $337 Avg Close Range
Q3 2019
Shares 2,785 Value ($000) $309 Avg Close Range
Q2 2019
Shares 2,785 Value ($000) $305 Avg Close Range