ISHARES TR

Ticker: IEFA CUSIP: 46432F842 Class: CORE MSCI EAFE

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

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

Q4 2025
Shares 546,724 Value ($000) $48,910 Avg Close — Range —
Q3 2025
Shares 470,332 Value ($000) $41,065 Avg Close — Range —
Q2 2025
Shares 362,679 Value ($000) $30,209 Avg Close — Range —
Q1 2025
Shares 285,903 Value ($000) $21,636 Avg Close — Range —
Q4 2024
Shares 185,878 Value ($000) $13,063 Avg Close — Range —
Q3 2024
Shares 408,242 Value ($000) $31,863 Avg Close — Range —
Q2 2024
Shares 153,509 Value ($000) $11,151 Avg Close — Range —
Q1 2024
Shares 152,786 Value ($000) $11,340 Avg Close — Range —
Q4 2023
Shares 130,640 Value ($000) $9,191 Avg Close — Range —
Q3 2023
Shares 93,711 Value ($000) $6,030 Avg Close — Range —
Q2 2023
Shares 145,439 Value ($000) $9,817 Avg Close — Range —
Q1 2023
Shares 201,314 Value ($000) $13,458 Avg Close — Range —
Q4 2022
Shares 155,324 Value ($000) $9,574 Avg Close — Range —
Q3 2022
Shares 74,536 Value ($000) $3,925 Avg Close — Range —
Q2 2022
Shares 46,459 Value ($000) $2,734 Avg Close — Range —
Q1 2022
Shares 39,441 Value ($000) $2,741 Avg Close — Range —
Q4 2021
Shares 32,393 Value ($000) $2,421 Avg Close — Range —
Q3 2021
Shares 124,986 Value ($000) $9,280 Avg Close — Range —
Q2 2021
Shares 75,499 Value ($000) $5,651 Avg Close — Range —
Q1 2021
Shares 128,536 Value ($000) $9,261 Avg Close — Range —
Q4 2020
Shares 16,609 Value ($000) $1,147 Avg Close — Range —
Q3 2020
Shares 21,866 Value ($000) $1,318 Avg Close — Range —
Q2 2020
Shares 35,461 Value ($000) $2,026 Avg Close — Range —
Q1 2020
Shares 42,619 Value ($000) $2,126 Avg Close — Range —
Q4 2019
Shares 3,884 Value ($000) $253 Avg Close — Range —
Q3 2019
Shares 13,140 Value ($000) $802 Avg Close — Range —
Q2 2019
Shares 90,961 Value ($000) $5,585 Avg Close — Range —
Q1 2019
Shares 144,891 Value ($000) $8,805 Avg Close — Range —
Q4 2018
Shares 139,143 Value ($000) $7,653 Avg Close — Range —