ISHARES INC

Ticker: ESGE CUSIP: 46434G863 Class: ETF

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 20,174 Value ($000) $891 Avg Close — Range —
Q3 2025
Shares 24,901 Value ($000) $1,081 Avg Close — Range —
Q2 2025
Shares 70,639 Value ($000) $2,767 Avg Close — Range —
Q1 2025
Shares 70,015 Value ($000) $2,447 Avg Close — Range —
Q4 2024
Shares 62,809 Value ($000) $2,097 Avg Close — Range —
Q3 2024
Shares 64,234 Value ($000) $2,339 Avg Close — Range —
Q2 2024
Shares 62,690 Value ($000) $2,102 Avg Close — Range —
Q1 2024
Shares 21,141 Value ($000) $681 Avg Close — Range —
Q4 2023
Shares 120,223 Value ($000) $3,854 Avg Close — Range —
Q3 2023
Shares 125,856 Value ($000) $3,811 Avg Close — Range —
Q2 2023
Shares 125,856 Value ($000) $3,981 Avg Close — Range —
Q1 2023
Shares 120,573 Value ($000) $3,796 Avg Close — Range —
Q4 2022
Shares 117,878 Value ($000) $3,545 Avg Close — Range —
Q3 2022
Shares 116,954 Value ($000) $3,236 Avg Close — Range —
Q2 2022
Shares 120,511 Value ($000) $3,894 Avg Close — Range —
Q1 2022
Shares 74,556 Value ($000) $2,738 Avg Close — Range —
Q4 2021
Shares 72,376 Value ($000) $2,877 Avg Close — Range —
Q3 2021
Shares 71,040 Value ($000) $2,944 Avg Close — Range —
Q2 2021
Shares 71,040 Value ($000) $3,207 Avg Close — Range —
Q1 2021
Shares 89,568 Value ($000) $4,493 Avg Close — Range —
Q4 2020
Shares 93,054 Value ($000) $4,492 Avg Close — Range —
Q3 2020
Shares 73,650 Value ($000) $2,623 Avg Close — Range —
Q2 2020
Shares 92,337 Value ($000) $3,495 Avg Close — Range —
Q1 2020
Shares 72,507 Value ($000) $1,985 Avg Close — Range —
Q4 2019
Shares 72,507 Value ($000) $2,605 Avg Close — Range —
Q3 2019
Shares 71,162 Value ($000) $2,315 Avg Close — Range —
Q2 2019
Shares 71,162 Value ($000) $2,420 Avg Close — Range —
Q1 2019
Shares 78,429 Value ($000) $2,672 Avg Close — Range —
Q4 2018
Shares 76,458 Value ($000) $2,345 Avg Close — Range —
Q3 2018
Shares 30,919 Value ($000) $1,035 Avg Close — Range —
Q2 2018
Shares 23,202 Value ($000) $771 Avg Close — Range —
Q1 2018
Shares 5,981 Value ($000) $444 Avg Close — Range —
Q4 2017
Shares 3,957 Value ($000) $304 Avg Close — Range —