ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 3,134 Value ($000) $467 Avg Close — Range —
Q3 2025
Shares 2,928 Value ($000) $426 Avg Close — Range —
Q2 2025
Shares 2,929 Value ($000) $396 Avg Close — Range —
Q1 2025
Shares 2,980 Value ($000) $363 Avg Close — Range —
Q4 2024
Shares 2,972 Value ($000) $383 Avg Close — Range —
Q3 2024
Shares 2,975 Value ($000) $375 Avg Close — Range —
Q2 2024
Shares 2,462 Value ($000) $294 Avg Close — Range —
Q1 2024
Shares 2,472 Value ($000) $284 Avg Close — Range —
Q4 2023
Shares 2,696 Value ($000) $283 Avg Close — Range —
Q3 2023
Shares 2,639 Value ($000) $248 Avg Close — Range —
Q2 2023
Shares 2,629 Value ($000) $256 Avg Close — Range —
Q1 2023
Shares 2,637 Value ($000) $239 Avg Close — Range —
Q4 2022
Shares 2,641 Value ($000) $224 Avg Close — Range —
Q2 2022
Shares 2,400 Value ($000) $201 Avg Close — Range —
Q1 2022
Shares 2,396 Value ($000) $243 Avg Close — Range —
Q4 2021
Shares 2,574 Value ($000) $278 Avg Close — Range —
Q3 2021
Shares 2,218 Value ($000) $218 Avg Close — Range —
Q2 2021
Shares 2,190 Value ($000) $216 Avg Close — Range —
Q4 2020
Shares 2,507 Value ($000) $216 Avg Close — Range —