ISHARES TR

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

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 2,596 Value ($000) $387 Avg Close — Range —
Q3 2025
Shares 2,596 Value ($000) $378 Avg Close — Range —
Q2 2025
Shares 2,679 Value ($000) $362 Avg Close — Range —
Q1 2025
Shares 2,671 Value ($000) $326 Avg Close — Range —
Q4 2024
Shares 2,671 Value ($000) $344 Avg Close — Range —
Q3 2024
Shares 2,658 Value ($000) $335 Avg Close — Range —
Q2 2024
Shares 2,655 Value ($000) $317 Avg Close — Range —
Q3 2022
Shares 627 Value ($000) $50 Avg Close — Range —