ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Beacon Pointe Advisors, LLC's Holding History (CIK: 0001744317)

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

Q4 2025
Shares 103,759 Value ($000) $13,367 Avg Close — Range —
Q3 2025
Shares 98,937 Value ($000) $12,461 Avg Close — Range —
Q2 2025
Shares 88,426 Value ($000) $10,272 Avg Close — Range —
Q1 2025
Shares 84,167 Value ($000) $8,620 Avg Close — Range —
Q4 2024
Shares 71,661 Value ($000) $7,901 Avg Close — Range —
Q3 2024
Shares 80,767 Value ($000) $8,787 Avg Close — Range —
Q2 2024
Shares 82,470 Value ($000) $8,565 Avg Close — Range —
Q1 2024
Shares 87,426 Value ($000) $8,813 Avg Close — Range —
Q4 2023
Shares 52,462 Value ($000) $4,777 Avg Close — Range —
Q3 2023
Shares 21,817 Value ($000) $1,776 Avg Close — Range —
Q1 2023
Shares 11,881 Value ($000) $927 Avg Close — Range —
Q1 2022
Shares 2,991 Value ($000) $259 Avg Close — Range —