ISHARES TR

Ticker: HEFA CUSIP: 46434V803 Class: HDG MSCI EAFE

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

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

Q1 2025
Shares 16,280 Value ($000) $591 Avg Close Range
Q4 2024
Shares 11,404 Value ($000) $396 Avg Close Range
Q3 2024
Shares 5,725 Value ($000) $203 Avg Close Range
Q2 2024
Shares 19,782 Value ($000) $703 Avg Close Range
Q1 2024
Shares 14,935 Value ($000) $521 Avg Close Range
Q2 2019
Shares 14,081 Value ($000) $420 Avg Close Range
Q1 2019
Shares 14,081 Value ($000) $407 Avg Close Range
Q4 2018
Shares 14,963 Value ($000) $386 Avg Close Range