ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

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

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

Q4 2025
Shares 40,615 Value ($000) $4,626 Avg Close — Range —
Q3 2025
Shares 38,758 Value ($000) $4,414 Avg Close — Range —
Q2 2025
Shares 35,289 Value ($000) $3,953 Avg Close — Range —
Q4 2024
Shares 57,723 Value ($000) $5,582 Avg Close — Range —
Q3 2024
Shares 46,631 Value ($000) $5,020 Avg Close — Range —
Q2 2024
Shares 209,403 Value ($000) $5 Avg Close — Range —
Q1 2024
Shares 35,948 Value ($000) $4 Avg Close — Range —
Q3 2023
Shares 65,645 Value ($000) $6 Avg Close — Range —
Q2 2023
Shares 81,484 Value ($000) $7,774 Avg Close — Range —
Q1 2023
Shares 81,358 Value ($000) $7,621 Avg Close — Range —
Q3 2022
Shares 119,885 Value ($000) $8,689 Avg Close — Range —
Q2 2022
Shares 87,044 Value ($000) $7,004 Avg Close — Range —
Q1 2022
Shares 78,270 Value ($000) $7,520 Avg Close — Range —
Q4 2021
Shares 114,563 Value ($000) $12,586 Avg Close — Range —
Q3 2021
Shares 102,945 Value ($000) $10,961 Avg Close — Range —
Q2 2021
Shares 71,690 Value ($000) $7,689 Avg Close — Range —
Q1 2021
Shares 71,039 Value ($000) $7,189 Avg Close — Range —
Q4 2020
Shares 71,039 Value ($000) $7,189 Avg Close — Range —
Q3 2020
Shares 70,807 Value ($000) $6,364 Avg Close — Range —
Q2 2020
Shares 59,741 Value ($000) $4,965 Avg Close — Range —