ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025
Shares 51,249 Value ($000) $5,838 Avg Close Range
Q2 2025
Shares 42,163 Value ($000) $4,722 Avg Close Range
Q1 2025
Shares 5,289 Value ($000) $529 Avg Close Range
Q3 2024
Shares 4,333 Value ($000) $466 Avg Close Range
Q2 2024
Shares 6,078 Value ($000) $622 Avg Close Range
Q1 2024
Shares 2,352 Value ($000) $244 Avg Close Range
Q4 2023
Shares 5,847 Value ($000) $566 Avg Close Range
Q3 2023
Shares 4,743 Value ($000) $409 Avg Close Range
Q4 2022
Shares 2,946 Value ($000) $247 Avg Close Range
Q3 2022
Shares 6,446 Value ($000) $468 Avg Close Range
Q2 2022
Shares 15,735 Value ($000) $1,266 Avg Close Range
Q1 2022
Shares 7,306 Value ($000) $703 Avg Close Range
Q4 2021
Shares 9,232 Value ($000) $1,018 Avg Close Range
Q1 2020
Shares 16,393 Value ($000) $1,166 Avg Close Range