ISHARES TR

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

Litman Gregory Wealth Management LLC's Holding History (CIK: 0001551867)

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

Q4 2025
Shares 1,914 Value ($000) $285 Avg Close — Range —
Q3 2025
Shares 3,424 Value ($000) $499 Avg Close — Range —
Q2 2025
Shares 3,424 Value ($000) $463 Avg Close — Range —
Q1 2025
Shares 3,193 Value ($000) $389 Avg Close — Range —
Q4 2024
Shares 3,098 Value ($000) $399 Avg Close — Range —
Q3 2024
Shares 3,028 Value ($000) $382 Avg Close — Range —
Q2 2024
Shares 2,993 Value ($000) $357 Avg Close — Range —
Q1 2024
Shares 3,460 Value ($000) $398 Avg Close — Range —
Q4 2023
Shares 3,397 Value ($000) $356 Avg Close — Range —
Q3 2023
Shares 3,633 Value ($000) $341 Avg Close — Range —
Q2 2023
Shares 3,633 Value ($000) $354 Avg Close — Range —
Q4 2022
Shares 3,548 Value ($000) $301 Avg Close — Range —
Q3 2022
Shares 3,548 Value ($000) $282 Avg Close — Range —
Q2 2022
Shares 3,548 Value ($000) $298 Avg Close — Range —