ISHARES TR

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

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 12,744 Value ($000) $1,899 Avg Close — Range —
Q3 2025
Shares 12,326 Value ($000) $1,795 Avg Close — Range —
Q2 2025
Shares 11,997 Value ($000) $1,623 Avg Close — Range —
Q1 2025
Shares 11,948 Value ($000) $1,457 Avg Close — Range —
Q4 2024
Shares 11,583 Value ($000) $1,492 Avg Close — Range —
Q3 2024
Shares 12,227 Value ($000) $1,543 Avg Close — Range —
Q2 2024
Shares 12,621 Value ($000) $1,506 Avg Close — Range —
Q1 2024
Shares 15,919 Value ($000) $1,830 Avg Close — Range —
Q4 2023
Shares 17,375 Value ($000) $1,823 Avg Close — Range —
Q3 2023
Shares 16,414 Value ($000) $1,541 Avg Close — Range —
Q2 2023
Shares 16,079 Value ($000) $1,567 Avg Close — Range —
Q1 2023
Shares 14,843 Value ($000) $1,343 Avg Close — Range —
Q4 2022
Shares 12,400 Value ($000) $1,051 Avg Close — Range —
Q3 2022
Shares 12,396 Value ($000) $985 Avg Close — Range —
Q2 2022
Shares 10,866 Value ($000) $912 Avg Close — Range —
Q1 2022
Shares 10,063 Value ($000) $1,020 Avg Close — Range —
Q4 2021
Shares 9,420 Value ($000) $1,016 Avg Close — Range —
Q2 2021
Shares 4,628 Value ($000) $456 Avg Close — Range —
Q1 2021
Shares 4,300 Value ($000) $391 Avg Close — Range —
Q4 2020
Shares 2,838 Value ($000) $244 Avg Close — Range —