ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q2 2025
Shares 1,282 Value ($000) $149 Avg Close — Range —
Q3 2024
Shares 5,376 Value ($000) $585 Avg Close — Range —
Q2 2024
Shares 6,533 Value ($000) $678 Avg Close — Range —
Q1 2024
Shares 9,302 Value ($000) $938 Avg Close — Range —
Q4 2023
Shares 9,454 Value ($000) $861 Avg Close — Range —
Q3 2023
Shares 8,212 Value ($000) $669 Avg Close — Range —
Q2 2023
Shares 8,134 Value ($000) $685 Avg Close — Range —
Q1 2023
Shares 7,116 Value ($000) $555 Avg Close — Range —
Q4 2022
Shares 6,455 Value ($000) $463 Avg Close — Range —
Q3 2022
Shares 7,797 Value ($000) $522 Avg Close — Range —
Q2 2022
Shares 3,907 Value ($000) $281 Avg Close — Range —
Q1 2022
Shares 5,240 Value ($000) $454 Avg Close — Range —