ISHARES TR

Ticker: EFV CUSIP: 464288877 Class: EAFE VALUE ETF

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

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

Q4 2025
Shares 5,132 Value ($000) $366 Avg Close — Range —
Q3 2025
Shares 5,191 Value ($000) $352 Avg Close — Range —
Q2 2025
Shares 5,191 Value ($000) $330 Avg Close — Range —
Q1 2025
Shares 5,190 Value ($000) $306 Avg Close — Range —
Q4 2019
Shares 412 Value ($000) $21 Avg Close — Range —
Q2 2019
Shares 25,240 Value ($000) $1,213 Avg Close — Range —
Q1 2019
Shares 25,691 Value ($000) $1,256 Avg Close — Range —
Q1 2018
Shares 27,818 Value ($000) $1,548 Avg Close — Range —
Q4 2017
Shares 29,687 Value ($000) $1,653 Avg Close — Range —