ISHARES INC

Ticker: ESGE CUSIP: 46434G863 Class: ETF

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 40,083 Value ($000) $1,770 Avg Close — Range —
Q3 2025
Shares 40,023 Value ($000) $1,738 Avg Close — Range —
Q2 2025
Shares 39,458 Value ($000) $1,546 Avg Close — Range —
Q1 2025
Shares 39,285 Value ($000) $1,373 Avg Close — Range —
Q4 2024
Shares 38,614 Value ($000) $1,289 Avg Close — Range —
Q3 2024
Shares 38,837 Value ($000) $1,414 Avg Close — Range —
Q2 2024
Shares 39,030 Value ($000) $1,309 Avg Close — Range —
Q1 2024
Shares 38,232 Value ($000) $1,232 Avg Close — Range —
Q4 2023
Shares 38,047 Value ($000) $1,220 Avg Close — Range —
Q3 2023
Shares 33,590 Value ($000) $1,017 Avg Close — Range —
Q2 2023
Shares 23,346 Value ($000) $738 Avg Close — Range —
Q1 2023
Shares 13,572 Value ($000) $427 Avg Close — Range —
Q4 2022
Shares 13,367 Value ($000) $402 Avg Close — Range —
Q3 2022
Shares 13,335 Value ($000) $369 Avg Close — Range —
Q2 2022
Shares 7,270 Value ($000) $235 Avg Close — Range —
Q1 2022
Shares 3,206 Value ($000) $118 Avg Close — Range —
Q4 2021
Shares 405 Value ($000) $16 Avg Close — Range —
Q3 2021
Shares 365 Value ($000) $15,126 Avg Close — Range —