ISHARES TR

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

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q3 2025
Shares 9,579 Value ($000) $1,395 Avg Close — Range —
Q2 2025
Shares 9,767 Value ($000) $1,322 Avg Close — Range —
Q1 2025
Shares 10,353 Value ($000) $1,262 Avg Close — Range —
Q4 2024
Shares 10,809 Value ($000) $1,392 Avg Close — Range —
Q3 2024
Shares 10,443 Value ($000) $875 Avg Close — Range —