ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

CX Institutional's Holding History (CIK: 0001737089)

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

Q4 2025
Shares 15,334 Value ($000) $2 Avg Close — Range —
Q3 2025
Shares 13,722 Value ($000) $2 Avg Close — Range —
Q2 2025
Shares 14,443 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 15,364 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 12,677 Value ($000) $1,398 Avg Close — Range —
Q3 2024
Shares 13,241 Value ($000) $1,441 Avg Close — Range —
Q2 2024
Shares 13,254 Value ($000) $1,376 Avg Close — Range —
Q1 2024
Shares 13,583 Value ($000) $1,369 Avg Close — Range —
Q4 2023
Shares 35,636 Value ($000) $3,245 Avg Close — Range —
Q3 2023
Shares 35,457 Value ($000) $2,887 Avg Close — Range —
Q2 2023
Shares 24,070 Value ($000) $2,026 Avg Close — Range —
Q1 2023
Shares 23,353 Value ($000) $1,821 Avg Close — Range —
Q4 2022
Shares 23,353 Value ($000) $1,677 Avg Close — Range —
Q3 2022
Shares 23,943 Value ($000) $1,603 Avg Close — Range —
Q2 2022
Shares 24,113 Value ($000) $1,734 Avg Close — Range —