ISHARES TR

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

JFS WEALTH ADVISORS, LLC's Holding History (CIK: 0001568068)

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

Q4 2025
Shares 1,487 Value ($000) $222 Avg Close — Range —
Q3 2025
Shares 1,495 Value ($000) $218 Avg Close — Range —
Q2 2025
Shares 1,093 Value ($000) $148 Avg Close — Range —
Q1 2025
Shares 1,114 Value ($000) $136 Avg Close — Range —
Q4 2024
Shares 775 Value ($000) $100 Avg Close — Range —
Q3 2024
Shares 715 Value ($000) $90 Avg Close — Range —
Q2 2024
Shares 753 Value ($000) $90 Avg Close — Range —
Q1 2024
Shares 710 Value ($000) $82 Avg Close — Range —
Q4 2023
Shares 757 Value ($000) $79 Avg Close — Range —
Q4 2021
Shares 51 Value ($000) $6 Avg Close — Range —