ISHARES TR

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

Sowell Financial Services LLC's Holding History (CIK: 0001633697)

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

Q4 2025
Shares 10,883 Value ($000) $1,621 Avg Close — Range —
Q3 2025
Shares 10,792 Value ($000) $1,571 Avg Close — Range —
Q2 2025
Shares 11,333 Value ($000) $1,533 Avg Close — Range —
Q1 2025
Shares 11,642 Value ($000) $1,419 Avg Close — Range —
Q4 2024
Shares 11,696 Value ($000) $1,507 Avg Close — Range —
Q3 2024
Shares 24,469 Value ($000) $3,088 Avg Close — Range —
Q2 2024
Shares 25,005 Value ($000) $2,984 Avg Close — Range —
Q1 2024
Shares 24,981 Value ($000) $2,872 Avg Close — Range —
Q4 2023
Shares 27,935 Value ($000) $2,931 Avg Close — Range —
Q3 2023
Shares 32,329 Value ($000) $3,049 Avg Close — Range —
Q2 2023
Shares 26,409 Value ($000) $2,574 Avg Close — Range —
Q1 2023
Shares 17,004 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 82,233 Value ($000) $7 Avg Close — Range —
Q3 2022
Shares 36,958 Value ($000) $2,935 Avg Close — Range —
Q4 2021
Shares 45,856 Value ($000) $4,948 Avg Close — Range —
Q3 2021
Shares 43,731 Value ($000) $4,306 Avg Close — Range —
Q2 2021
Shares 52,585 Value ($000) $5,178 Avg Close — Range —
Q1 2021
Shares 102,515 Value ($000) $9,818 Avg Close — Range —
Q4 2020
Shares 73,145 Value ($000) $6,293 Avg Close — Range —
Q3 2020
Shares 79,487 Value ($000) $6,058 Avg Close — Range —
Q2 2020
Shares 86,176 Value ($000) $6,031 Avg Close — Range —
Q1 2020
Shares 50,293 Value ($000) $2,891 Avg Close — Range —
Q4 2019
Shares 13,364 Value ($000) $953 Avg Close — Range —
Q3 2019
Shares 12,201 Value ($000) $798 Avg Close — Range —