ISHARES TR

Ticker: EFV CUSIP: 464288877 Class: EAFE VALUE ETF

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 134,841 Value ($000) $9,625 Avg Close — Range —
Q3 2025
Shares 125,784 Value ($000) $8,532 Avg Close — Range —
Q2 2025
Shares 108,530 Value ($000) $6,890 Avg Close — Range —
Q1 2025
Shares 90,701 Value ($000) $5,343 Avg Close — Range —
Q4 2024
Shares 111,234 Value ($000) $5,829 Avg Close — Range —
Q3 2024
Shares 92,237 Value ($000) $5,305 Avg Close — Range —
Q2 2024
Shares 140,958 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 78,094 Value ($000) $4 Avg Close — Range —
Q4 2023
Shares 143,557 Value ($000) $9 Avg Close — Range —
Q3 2023
Shares 147,971 Value ($000) $7 Avg Close — Range —
Q2 2023
Shares 119,792 Value ($000) $5,863 Avg Close — Range —
Q1 2023
Shares 119,044 Value ($000) $5,777 Avg Close — Range —
Q3 2022
Shares 233,725 Value ($000) $9,004 Avg Close — Range —
Q2 2022
Shares 266,728 Value ($000) $11,572 Avg Close — Range —
Q1 2022
Shares 246,440 Value ($000) $12,336 Avg Close — Range —
Q4 2021
Shares 249,368 Value ($000) $12,514 Avg Close — Range —
Q3 2021
Shares 221,107 Value ($000) $11,244 Avg Close — Range —
Q2 2021
Shares 209,336 Value ($000) $10,832 Avg Close — Range —
Q1 2021
Shares 89,419 Value ($000) $4,241 Avg Close — Range —
Q4 2020
Shares 89,419 Value ($000) $4,241 Avg Close — Range —