ISHARES TR

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

OneDigital Investment Advisors LLC's Holding History (CIK: 0001690370)

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

Q4 2025
Shares 71,145 Value ($000) $10,599 Avg Close — Range —
Q3 2025
Shares 73,609 Value ($000) $10,718 Avg Close — Range —
Q2 2025
Shares 74,100 Value ($000) $10,026 Avg Close — Range —
Q1 2025
Shares 100,067 Value ($000) $12,199 Avg Close — Range —
Q4 2024
Shares 105,849 Value ($000) $13,635 Avg Close — Range —
Q3 2024
Shares 124,747 Value ($000) $15,741 Avg Close — Range —
Q2 2024
Shares 135,720 Value ($000) $16,194 Avg Close — Range —
Q1 2024
Shares 10,640 Value ($000) $1,223 Avg Close — Range —
Q4 2023
Shares 7,603 Value ($000) $798 Avg Close — Range —
Q3 2022
Shares 8,675 Value ($000) $689 Avg Close — Range —
Q2 2019
Shares 200 Value ($000) $13 Avg Close — Range —
Q3 2018
Shares 410 Value ($000) $26 Avg Close — Range —
Q2 2018
Shares 410 Value ($000) $25 Avg Close — Range —
Q1 2018
Shares 410 Value ($000) $24 Avg Close — Range —