ISHARES TR

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

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 8,003 Value ($000) $1,192 Avg Close — Range —
Q3 2025
Shares 8,045 Value ($000) $1,171 Avg Close — Range —
Q2 2025
Shares 6,748 Value ($000) $913 Avg Close — Range —
Q1 2025
Shares 6,760 Value ($000) $824 Avg Close — Range —
Q4 2024
Shares 6,398 Value ($000) $824 Avg Close — Range —
Q3 2024
Shares 6,660 Value ($000) $840 Avg Close — Range —
Q2 2024
Shares 6,787 Value ($000) $822 Avg Close — Range —
Q1 2024
Shares 4,103 Value ($000) $452 Avg Close — Range —
Q4 2023
Shares 6,586 Value ($000) $691 Avg Close — Range —
Q3 2023
Shares 6,919 Value ($000) $650 Avg Close — Range —
Q2 2023
Shares 9,915 Value ($000) $966 Avg Close — Range —
Q1 2023
Shares 10,528 Value ($000) $952 Avg Close — Range —
Q4 2022
Shares 22,034 Value ($000) $1,867 Avg Close — Range —
Q3 2022
Shares 24,398 Value ($000) $1,937 Avg Close — Range —
Q2 2022
Shares 21,966 Value ($000) $1,844 Avg Close — Range —
Q1 2022
Shares 19,445 Value ($000) $1,971 Avg Close — Range —
Q4 2021
Shares 18,466 Value ($000) $1,992 Avg Close — Range —