ISHARES TR

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

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 4,243 Value ($000) $632 Avg Close — Range —
Q3 2025
Shares 4,243 Value ($000) $618 Avg Close — Range —
Q2 2025
Shares 3,828 Value ($000) $518 Avg Close — Range —
Q1 2025
Shares 4,043 Value ($000) $493 Avg Close — Range —
Q4 2024
Shares 4,325 Value ($000) $557 Avg Close — Range —
Q3 2024
Shares 1,903 Value ($000) $240 Avg Close — Range —
Q2 2024
Shares 1,903 Value ($000) $227 Avg Close — Range —
Q1 2024
Shares 1,903 Value ($000) $219 Avg Close — Range —