ISHARES TR

Ticker: EFA CUSIP: 464287465 Class: MSCI EAFE ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 2,856 Value ($000) $274 Avg Close — Range —
Q3 2025
Shares 3,838 Value ($000) $358 Avg Close — Range —
Q2 2025
Shares 3,773 Value ($000) $337 Avg Close — Range —
Q1 2025
Shares 3,423 Value ($000) $280 Avg Close — Range —
Q4 2024
Shares 3,447 Value ($000) $261 Avg Close — Range —
Q3 2024
Shares 3,184 Value ($000) $266 Avg Close — Range —
Q2 2024
Shares 3,193 Value ($000) $250 Avg Close — Range —
Q1 2024
Shares 3,193 Value ($000) $255 Avg Close — Range —
Q4 2023
Shares 2,706 Value ($000) $204 Avg Close — Range —
Q2 2023
Shares 4,145 Value ($000) $301 Avg Close — Range —
Q1 2023
Shares 4,094 Value ($000) $293 Avg Close — Range —
Q4 2022
Shares 4,126 Value ($000) $271 Avg Close — Range —
Q3 2022
Shares 4,143 Value ($000) $232 Avg Close — Range —
Q2 2022
Shares 4,143 Value ($000) $259 Avg Close — Range —
Q1 2022
Shares 3,782 Value ($000) $278 Avg Close — Range —
Q4 2021
Shares 3,497 Value ($000) $275 Avg Close — Range —
Q3 2021
Shares 3,046 Value ($000) $238 Avg Close — Range —
Q2 2021
Shares 2,882 Value ($000) $227 Avg Close — Range —
Q1 2021
Shares 2,882 Value ($000) $219 Avg Close — Range —
Q4 2020
Shares 3,951 Value ($000) $288 Avg Close — Range —
Q3 2020
Shares 4,098 Value ($000) $261 Avg Close — Range —
Q2 2020
Shares 4,098 Value ($000) $249 Avg Close — Range —
Q1 2020
Shares 4,089 Value ($000) $219 Avg Close — Range —
Q4 2019
Shares 5,141 Value ($000) $357 Avg Close — Range —
Q3 2019
Shares 5,563 Value ($000) $363 Avg Close — Range —
Q2 2019
Shares 3,733 Value ($000) $245 Avg Close — Range —
Q1 2019
Shares 5,762 Value ($000) $374 Avg Close — Range —
Q4 2017
Shares 10,221 Value ($000) $716 Avg Close — Range —
Q2 2017
Shares 3,151 Value ($000) $206 Avg Close — Range —
Q3 2014
Shares 58,811 Value ($000) $3,774 Avg Close — Range —
Q2 2014
Shares 69,073 Value ($000) $4,723 Avg Close — Range —
Q1 2014
Shares 61,592 Value ($000) $4,139 Avg Close — Range —
Q4 2013
Shares 72,862 Value ($000) $4,889 Avg Close — Range —
Q3 2013
Shares 81,615 Value ($000) $5,207 Avg Close — Range —
Q2 2013
Shares 2,611 Value ($000) $150 Avg Close — Range —