ISHARES TR

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

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 309,687 Value ($000) $46,137 Avg Close — Range —
Q3 2025
Shares 300,110 Value ($000) $43,696 Avg Close — Range —
Q2 2025
Shares 307,309 Value ($000) $41,579 Avg Close — Range —
Q1 2025
Shares 299,492 Value ($000) $36,511 Avg Close — Range —
Q4 2024
Shares 267,215 Value ($000) $34,423 Avg Close — Range —
Q3 2024
Shares 263,429 Value ($000) $33,239 Avg Close — Range —
Q2 2024
Shares 266,093 Value ($000) $31,750 Avg Close — Range —
Q1 2024
Shares 257,512 Value ($000) $29,604 Avg Close — Range —
Q4 2023
Shares 246,761 Value ($000) $25,890 Avg Close — Range —
Q3 2023
Shares 237,150 Value ($000) $22,271 Avg Close — Range —
Q2 2023
Shares 246,930 Value ($000) $24,066 Avg Close — Range —
Q1 2023
Shares 248,014 Value ($000) $22,433 Avg Close — Range —
Q4 2022
Shares 251,690 Value ($000) $21,331 Avg Close — Range —
Q3 2022
Shares 250,790 Value ($000) $19,915 Avg Close — Range —
Q2 2022
Shares 260,555 Value ($000) $21,861 Avg Close — Range —
Q1 2022
Shares 173,084 Value ($000) $17,542 Avg Close — Range —
Q4 2021
Shares 114,049 Value ($000) $12,306 Avg Close — Range —
Q3 2021
Shares 104,779 Value ($000) $10,317 Avg Close — Range —
Q2 2021
Shares 72,838 Value ($000) $7,173 Avg Close — Range —
Q1 2021
Shares 43,509 Value ($000) $3,954 Avg Close — Range —
Q4 2020
Shares 30,000 Value ($000) $2,581 Avg Close — Range —
Q3 2020
Shares 13,188 Value ($000) $1,005 Avg Close — Range —
Q2 2020
Shares 12,743 Value ($000) $892 Avg Close — Range —
Q1 2020
Shares 12,941 Value ($000) $744 Avg Close — Range —