ISHARES TR

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

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 5,623 Value ($000) $838 Avg Close — Range —
Q3 2025
Shares 5,454 Value ($000) $794 Avg Close — Range —
Q2 2025
Shares 5,453 Value ($000) $738 Avg Close — Range —
Q1 2025
Shares 7,558 Value ($000) $921 Avg Close — Range —
Q4 2024
Shares 2,234 Value ($000) $288 Avg Close — Range —
Q3 2024
Shares 1,802 Value ($000) $227 Avg Close — Range —
Q2 2024
Shares 1,902 Value ($000) $227 Avg Close — Range —
Q1 2024
Shares 1,898 Value ($000) $218 Avg Close — Range —