ISHARES TR

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

Valmark Advisers, Inc.'s Holding History (CIK: 0001380443)

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

Q4 2025
Shares 3,992 Value ($000) $595 Avg Close — Range —
Q3 2025
Shares 12,105 Value ($000) $1,762 Avg Close — Range —
Q2 2025
Shares 12,086 Value ($000) $1,635 Avg Close — Range —
Q1 2025
Shares 11,995 Value ($000) $1,462 Avg Close — Range —
Q4 2024
Shares 12,206 Value ($000) $1,572 Avg Close — Range —
Q3 2024
Shares 11,969 Value ($000) $1,510 Avg Close — Range —
Q2 2024
Shares 12,403 Value ($000) $1,480 Avg Close — Range —
Q1 2024
Shares 8,606 Value ($000) $989 Avg Close — Range —
Q4 2023
Shares 8,666 Value ($000) $909 Avg Close — Range —
Q3 2023
Shares 8,185 Value ($000) $769 Avg Close — Range —
Q2 2023
Shares 8,185 Value ($000) $798 Avg Close — Range —
Q1 2023
Shares 8,185 Value ($000) $740 Avg Close — Range —
Q4 2022
Shares 8,281 Value ($000) $702 Avg Close — Range —
Q3 2022
Shares 9,192 Value ($000) $730 Avg Close — Range —
Q2 2022
Shares 9,036 Value ($000) $758 Avg Close — Range —
Q1 2022
Shares 9,110 Value ($000) $923 Avg Close — Range —
Q4 2021
Shares 9,301 Value ($000) $1,004 Avg Close — Range —
Q3 2021
Shares 9,633 Value ($000) $948 Avg Close — Range —
Q2 2021
Shares 7,885 Value ($000) $776 Avg Close — Range —
Q1 2021
Shares 6,257 Value ($000) $569 Avg Close — Range —
Q4 2020
Shares 6,123 Value ($000) $527 Avg Close — Range —
Q3 2020
Shares 5,518 Value ($000) $421 Avg Close — Range —