ISHARES TR

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

Regal Investment Advisors LLC's Holding History (CIK: 0001559789)

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

Q4 2025
Shares 15,921 Value ($000) $2,372 Avg Close Range
Q3 2025
Shares 17,664 Value ($000) $2,572 Avg Close Range
Q2 2025
Shares 14,802 Value ($000) $2,003 Avg Close Range
Q1 2025
Shares 17,519 Value ($000) $2,136 Avg Close Range
Q4 2024
Shares 16,009 Value ($000) $2,062 Avg Close Range
Q3 2024
Shares 15,971 Value ($000) $2,015 Avg Close Range
Q2 2024
Shares 15,657 Value ($000) $1,868 Avg Close Range
Q1 2024
Shares 15,955 Value ($000) $1,834 Avg Close Range
Q4 2023
Shares 42,696 Value ($000) $4,480 Avg Close Range
Q3 2023
Shares 41,184 Value ($000) $3,868 Avg Close Range
Q2 2023
Shares 56,597 Value ($000) $5,516 Avg Close Range
Q1 2023
Shares 57,202 Value ($000) $5,174 Avg Close Range
Q4 2022
Shares 131,480 Value ($000) $11,143 Avg Close Range
Q3 2022
Shares 142,398 Value ($000) $11,308 Avg Close Range
Q2 2022
Shares 123,500 Value ($000) $10,362 Avg Close Range
Q1 2022
Shares 129,777 Value ($000) $13,153 Avg Close Range
Q4 2021
Shares 125,757 Value ($000) $13,569 Avg Close Range
Q3 2021
Shares 111,593 Value ($000) $10,987 Avg Close Range
Q2 2021
Shares 93,770 Value ($000) $9,233 Avg Close Range
Q4 2020
Shares 88,058 Value ($000) $7,576 Avg Close Range
Q2 2020
Shares 52,138 Value ($000) $3,649 Avg Close Range