ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 8,859 Value ($000) $1,009 Avg Close Range
Q3 2025
Shares 9,445 Value ($000) $1,076 Avg Close Range
Q2 2025
Shares 24,267 Value ($000) $2,718 Avg Close Range
Q1 2025
Shares 27,924 Value ($000) $2,792 Avg Close Range
Q4 2024
Shares 40,889 Value ($000) $3,959 Avg Close Range
Q3 2024
Shares 49,629 Value ($000) $5,343 Avg Close Range
Q2 2024
Shares 50,951 Value ($000) $5,212 Avg Close Range
Q1 2024
Shares 44,133 Value ($000) $4,581 Avg Close Range
Q4 2023
Shares 53,390 Value ($000) $5,171 Avg Close Range
Q3 2023
Shares 329,067 Value ($000) $28,399 Avg Close Range
Q2 2023
Shares 302,523 Value ($000) $28,864 Avg Close Range
Q1 2023
Shares 38,734 Value ($000) $3,629 Avg Close Range
Q4 2022
Shares 25,819 Value ($000) $2,163 Avg Close Range
Q3 2022
Shares 26,772 Value ($000) $1,942 Avg Close Range
Q2 2022
Shares 37,709 Value ($000) $3,035 Avg Close Range
Q1 2022
Shares 48,780 Value ($000) $4,696 Avg Close Range
Q4 2021
Shares 58,047 Value ($000) $6,409 Avg Close Range
Q3 2021
Shares 56,602 Value ($000) $6,026 Avg Close Range
Q2 2021
Shares 47,859 Value ($000) $5,134 Avg Close Range
Q1 2021
Shares 44,370 Value ($000) $4,457 Avg Close Range
Q4 2020
Shares 40,345 Value ($000) $4,071 Avg Close Range
Q3 2020
Shares 40,493 Value ($000) $3,639 Avg Close Range
Q2 2020
Shares 40,573 Value ($000) $3,372 Avg Close Range
Q1 2020
Shares 27,278 Value ($000) $1,940 Avg Close Range
Q4 2019
Shares 27,330 Value ($000) $2,363 Avg Close Range
Q3 2019
Shares 27,852 Value ($000) $2,242 Avg Close Range
Q2 2019
Shares 27,852 Value ($000) $2,250 Avg Close Range
Q1 2019
Shares 30,155 Value ($000) $2,336 Avg Close Range
Q4 2018
Shares 30,381 Value ($000) $2,098 Avg Close Range