ISHARES TR

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

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2023
Shares 9,120 Value ($000) $957 Avg Close — Range —
Q3 2023
Shares 9,120 Value ($000) $856 Avg Close — Range —
Q2 2023
Shares 9,120 Value ($000) $889 Avg Close — Range —
Q1 2023
Shares 8,585 Value ($000) $777 Avg Close — Range —
Q4 2022
Shares 4,000 Value ($000) $339 Avg Close — Range —