ISHARES INC

Ticker: ESGE CUSIP: 46434G863 Class: ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 58,482 Value ($000) $2,583 Avg Close Range
Q3 2025
Shares 46,194 Value ($000) $2,006 Avg Close Range
Q2 2025
Shares 46,291 Value ($000) $1,813 Avg Close Range
Q1 2025
Shares 49,661 Value ($000) $1,736 Avg Close Range
Q4 2024
Shares 54,526 Value ($000) $1,821 Avg Close Range
Q3 2024
Shares 55,581 Value ($000) $2,024 Avg Close Range
Q2 2024
Shares 58,344 Value ($000) $1,956 Avg Close Range
Q1 2024
Shares 43,663 Value ($000) $1,407 Avg Close Range
Q4 2023
Shares 54,323 Value ($000) $1,742 Avg Close Range
Q3 2023
Shares 70,555 Value ($000) $2,136 Avg Close Range
Q2 2023
Shares 68,667 Value ($000) $2,172 Avg Close Range
Q1 2023
Shares 70,230 Value ($000) $2,211 Avg Close Range
Q4 2022
Shares 70,392 Value ($000) $2,117 Avg Close Range
Q3 2022
Shares 78,613 Value ($000) $2,175 Avg Close Range
Q2 2022
Shares 86,980 Value ($000) $2,810 Avg Close Range
Q1 2022
Shares 81,827 Value ($000) $3,005 Avg Close Range
Q4 2021
Shares 78,014 Value ($000) $3,101 Avg Close Range
Q3 2021
Shares 75,323 Value ($000) $3,121 Avg Close Range
Q2 2021
Shares 70,126 Value ($000) $3,166 Avg Close Range
Q1 2021
Shares 6,666 Value ($000) $289 Avg Close Range
Q4 2020
Shares 11,870 Value ($000) $498 Avg Close Range
Q3 2020
Shares 6,539 Value ($000) $233 Avg Close Range