ISHARES TR

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

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC's Holding History (CIK: 0001005607)

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

Q4 2025
Shares 4,082 Value ($000) $608 Avg Close Range
Q3 2025
Shares 3,947 Value ($000) $575 Avg Close Range
Q2 2025
Shares 3,947 Value ($000) $534 Avg Close Range
Q1 2025
Shares 3,833 Value ($000) $467 Avg Close Range
Q4 2024
Shares 3,883 Value ($000) $500 Avg Close Range
Q3 2024
Shares 4,073 Value ($000) $514 Avg Close Range
Q2 2024
Shares 4,178 Value ($000) $499 Avg Close Range
Q1 2024
Shares 4,233 Value ($000) $487 Avg Close Range
Q4 2023
Shares 4,633 Value ($000) $486 Avg Close Range
Q3 2023
Shares 2,950 Value ($000) $277 Avg Close Range
Q2 2023
Shares 3,295 Value ($000) $321 Avg Close Range
Q1 2023
Shares 3,225 Value ($000) $292 Avg Close Range
Q4 2022
Shares 3,170 Value ($000) $269 Avg Close Range
Q3 2022
Shares 3,210 Value ($000) $255 Avg Close Range
Q2 2022
Shares 3,230 Value ($000) $271 Avg Close Range
Q1 2022
Shares 3,230 Value ($000) $327 Avg Close Range
Q4 2021
Shares 3,245 Value ($000) $350 Avg Close Range
Q3 2021
Shares 3,375 Value ($000) $332 Avg Close Range
Q2 2021
Shares 3,375 Value ($000) $332 Avg Close Range
Q1 2021
Shares 3,115 Value ($000) $283 Avg Close Range
Q4 2020
Shares 3,165 Value ($000) $272 Avg Close Range
Q3 2020
Shares 3,165 Value ($000) $241 Avg Close Range