ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

West Financial Advisors, LLC's Holding History (CIK: 0001843684)

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

Q4 2025
Shares 4,572 Value ($000) $589 Avg Close — Range —
Q3 2025
Shares 4,572 Value ($000) $576 Avg Close — Range —
Q2 2025
Shares 4,971 Value ($000) $577 Avg Close — Range —
Q1 2025
Shares 4,956 Value ($000) $508 Avg Close — Range —
Q4 2024
Shares 5,003 Value ($000) $552 Avg Close — Range —
Q3 2024
Shares 4,872 Value ($000) $530 Avg Close — Range —
Q2 2024
Shares 5,054 Value ($000) $525 Avg Close — Range —
Q1 2024
Shares 4,690 Value ($000) $473 Avg Close — Range —
Q4 2023
Shares 4,705 Value ($000) $428 Avg Close — Range —
Q3 2023
Shares 6,397 Value ($000) $521 Avg Close — Range —
Q2 2023
Shares 6,397 Value ($000) $538 Avg Close — Range —
Q1 2023
Shares 6,436 Value ($000) $502 Avg Close — Range —
Q4 2022
Shares 6,559 Value ($000) $471 Avg Close — Range —
Q3 2022
Shares 6,559 Value ($000) $439 Avg Close — Range —
Q2 2022
Shares 6,450 Value ($000) $464 Avg Close — Range —
Q1 2022
Shares 6,450 Value ($000) $559 Avg Close — Range —
Q4 2021
Shares 6,435 Value ($000) $598 Avg Close — Range —
Q3 2021
Shares 6,706 Value ($000) $558 Avg Close — Range —
Q2 2021
Shares 5,589 Value ($000) $463 Avg Close — Range —
Q1 2021
Shares 4,557 Value ($000) $348 Avg Close — Range —
Q4 2020
Shares 4,557 Value ($000) $326 Avg Close — Range —