ISHARES TR

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

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 20,108 Value ($000) $2,996 Avg Close — Range —
Q2 2025
Shares 10,008 Value ($000) $1,354 Avg Close — Range —
Q1 2025
Shares 10,167 Value ($000) $1,239 Avg Close — Range —
Q4 2024
Shares 8,977 Value ($000) $1,156 Avg Close — Range —
Q3 2024
Shares 8,588 Value ($000) $1,084 Avg Close — Range —
Q2 2024
Shares 11,073 Value ($000) $1,321 Avg Close — Range —
Q1 2024
Shares 9,850 Value ($000) $1,132 Avg Close — Range —
Q4 2023
Shares 9,995 Value ($000) $1,049 Avg Close — Range —
Q3 2023
Shares 10,388 Value ($000) $976 Avg Close — Range —
Q2 2023
Shares 1,305 Value ($000) $1,014 Avg Close — Range —
Q1 2023
Shares 315,485 Value ($000) $22,664 Avg Close — Range —
Q4 2022
Shares 10,403 Value ($000) $882 Avg Close — Range —
Q3 2022
Shares 10,822 Value ($000) $859 Avg Close — Range —
Q2 2022
Shares 18,773 Value ($000) $1,575 Avg Close — Range —
Q1 2022
Shares 19,653 Value ($000) $1,992 Avg Close — Range —
Q4 2021
Shares 19,527 Value ($000) $2,107 Avg Close — Range —
Q3 2021
Shares 19,664 Value ($000) $1,936 Avg Close — Range —
Q2 2021
Shares 19,984 Value ($000) $1,968 Avg Close — Range —
Q1 2021
Shares 23,102 Value ($000) $2,099 Avg Close — Range —
Q4 2020
Shares 18,940 Value ($000) $1,629 Avg Close — Range —
Q3 2020
Shares 18,490 Value ($000) $1,409 Avg Close — Range —
Q2 2020
Shares 31,679 Value ($000) $2,217 Avg Close — Range —
Q1 2020
Shares 14,162 Value ($000) $814 Avg Close — Range —