ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Eley Financial Management, Inc's Holding History (CIK: 0001965267)

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

Q4 2025
Shares 22,715 Value ($000) $2,926 Avg Close — Range —
Q3 2025
Shares 23,078 Value ($000) $2,907 Avg Close — Range —
Q2 2025
Shares 22,582 Value ($000) $2,623 Avg Close — Range —
Q1 2025
Shares 23,622 Value ($000) $2,431 Avg Close — Range —
Q4 2024
Shares 21,895 Value ($000) $2,414 Avg Close — Range —
Q3 2024
Shares 20,985 Value ($000) $2,283 Avg Close — Range —
Q2 2024
Shares 19,035 Value ($000) $1,977 Avg Close — Range —
Q1 2024
Shares 19,159 Value ($000) $1,931 Avg Close — Range —
Q4 2023
Shares 23,965 Value ($000) $2,182 Avg Close — Range —
Q3 2023
Shares 19,736 Value ($000) $1,609 Avg Close — Range —
Q2 2023
Shares 19,533 Value ($000) $1,644 Avg Close — Range —
Q1 2023
Shares 19,567 Value ($000) $1,526 Avg Close — Range —
Q4 2022
Shares 18,638 Value ($000) $1,338 Avg Close — Range —