ISHARES TR

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 66,380 Value ($000) $9,889 Avg Close — Range —
Q3 2025
Shares 60,437 Value ($000) $8,800 Avg Close — Range —
Q2 2025
Shares 53,827 Value ($000) $7,283 Avg Close — Range —
Q1 2025
Shares 60,343 Value ($000) $7,356 Avg Close — Range —
Q4 2024
Shares 57,726 Value ($000) $7,436 Avg Close — Range —
Q3 2024
Shares 65,818 Value ($000) $8,305 Avg Close — Range —
Q2 2024
Shares 68,915 Value ($000) $8,223 Avg Close — Range —
Q1 2024
Shares 70,315 Value ($000) $8,083 Avg Close — Range —
Q4 2023
Shares 298,248 Value ($000) $31,292 Avg Close — Range —
Q3 2023
Shares 56,454 Value ($000) $5,302 Avg Close — Range —
Q2 2023
Shares 60,917 Value ($000) $5,937 Avg Close — Range —
Q1 2023
Shares 66,941 Value ($000) $6,055 Avg Close — Range —
Q4 2022
Shares 69,709 Value ($000) $5,908 Avg Close — Range —
Q3 2022
Shares 61,260 Value ($000) $4,865 Avg Close — Range —
Q2 2022
Shares 48,885 Value ($000) $4,101 Avg Close — Range —
Q1 2022
Shares 26,966 Value ($000) $2,733 Avg Close — Range —
Q4 2021
Shares 23,703 Value ($000) $2,558 Avg Close — Range —
Q3 2021
Shares 24,134 Value ($000) $2,376 Avg Close — Range —
Q2 2021
Shares 14,629 Value ($000) $1,441 Avg Close — Range —
Q1 2021
Shares 17,258 Value ($000) $1,568 Avg Close — Range —
Q4 2020
Shares 21,187 Value ($000) $1,823 Avg Close — Range —
Q3 2020
Shares 7,788 Value ($000) $593 Avg Close — Range —
Q2 2020
Shares 5,159 Value ($000) $361 Avg Close — Range —
Q1 2020
Shares 6,960 Value ($000) $400 Avg Close — Range —
Q2 2019
Shares 8,672 Value ($000) $560 Avg Close — Range —
Q1 2019
Shares 6,951 Value ($000) $432 Avg Close — Range —
Q4 2018
Shares 4,830 Value ($000) $265 Avg Close — Range —