News + Filings Holdings
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Sugarloaf Wealth Management, LLC
> DSI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iShares MSCI KLD 400 Social ETF | DSI | 0 | -2,508 | 0 | -168,000 | |
| 09/30/2022 | iShares MSCI KLD 400 Social ETF | DSI | 2,508 | 93 | 168,000 | -6,000 | $66.99 |
| 06/30/2022 | iShares MSCI KLD 400 Social ETF | DSI | 2,415 | 0 | 174,000 | -35,000 | $72.05 |
| 03/31/2022 | iShares MSCI KLD 400 Social ETF | DSI | 2,415 | 0 | 209,000 | -15,000 | $86.54 |
| 12/31/2021 | iShares MSCI KLD 400 Social ETF | DSI | 2,415 | 0 | 224,000 | 23,000 | $92.75 |
| 09/30/2021 | iShares MSCI KLD 400 Social ETF | DSI | 2,415 | 2,297 | 201,000 | 34,000 | $83.23 |
| 06/30/2021 | iShares MSCI KLD 400 Social ETF | DSI | 2,415 | 2,297 | 200,000 | 33,000 | $82.82 |
| 03/31/2021 | iShares MSCI KLD 400 Social ETF | DSI | 118 | -2,074 | 167,000 | 10,000 | $1,415.25 |
| 12/31/2020 | iShares MSCI KLD 400 Social ETF | DSI | 2,192 | 2,192 | 157,000 | 157,000 | $71.62 |
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