ISHARES TR

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

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 15,051 Value ($000) $2,242 Avg Close — Range —
Q3 2025
Shares 13,968 Value ($000) $2,034 Avg Close — Range —
Q2 2025
Shares 9,135 Value ($000) $1,236 Avg Close — Range —
Q1 2025
Shares 9,943 Value ($000) $1,212 Avg Close — Range —
Q4 2024
Shares 12,535 Value ($000) $1,615 Avg Close — Range —
Q3 2024
Shares 11,989 Value ($000) $1,513 Avg Close — Range —
Q2 2024
Shares 14,090 Value ($000) $1,681 Avg Close — Range —
Q1 2024
Shares 16,139 Value ($000) $1,855 Avg Close — Range —
Q4 2023
Shares 81,331 Value ($000) $8,729 Avg Close — Range —
Q3 2023
Shares 95,530 Value ($000) $8,971 Avg Close — Range —
Q2 2023
Shares 126,167 Value ($000) $12,296 Avg Close — Range —
Q1 2023
Shares 353,456 Value ($000) $31,970 Avg Close — Range —
Q4 2022
Shares 1,014,961 Value ($000) $86,018 Avg Close — Range —
Q3 2022
Shares 1,241,553 Value ($000) $98,592 Avg Close — Range —
Q2 2022
Shares 1,160,511 Value ($000) $97,367 Avg Close — Range —
Q1 2022
Shares 979,278 Value ($000) $99,250 Avg Close — Range —
Q4 2021
Shares 692,989 Value ($000) $74,773 Avg Close — Range —
Q3 2021
Shares 576,280 Value ($000) $56,741 Avg Close — Range —
Q2 2021
Shares 414,913 Value ($000) $40,857 Avg Close — Range —
Q1 2021
Shares 315,953 Value ($000) $28,711 Avg Close — Range —
Q4 2020
Shares 338,383 Value ($000) $29,111 Avg Close — Range —
Q3 2020
Shares 60,907 Value ($000) $4,642 Avg Close — Range —
Q2 2020
Shares 251,367 Value ($000) $17,593 Avg Close — Range —
Q1 2020
Shares 75,611 Value ($000) $4,347 Avg Close — Range —