ISHARES TR

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

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 28,625 Value ($000) $4,265 Avg Close — Range —
Q3 2025
Shares 29,739 Value ($000) $4,330 Avg Close — Range —
Q2 2025
Shares 24,873 Value ($000) $3,365 Avg Close — Range —
Q1 2025
Shares 25,098 Value ($000) $3,060 Avg Close — Range —
Q4 2024
Shares 21,792 Value ($000) $2,807 Avg Close — Range —
Q3 2024
Shares 18,534 Value ($000) $2,339 Avg Close — Range —
Q2 2024
Shares 18,222 Value ($000) $2,174 Avg Close — Range —
Q1 2024
Shares 17,852 Value ($000) $2,052 Avg Close — Range —
Q4 2023
Shares 28,315 Value ($000) $2,971 Avg Close — Range —
Q3 2023
Shares 23,973 Value ($000) $2,251 Avg Close — Range —
Q2 2023
Shares 22,994 Value ($000) $2,241 Avg Close — Range —
Q1 2023
Shares 54,253 Value ($000) $4,907 Avg Close — Range —
Q4 2022
Shares 197,179 Value ($000) $16,711 Avg Close — Range —
Q3 2022
Shares 209,223 Value ($000) $16,614 Avg Close — Range —
Q2 2022
Shares 210,994 Value ($000) $17,702 Avg Close — Range —
Q1 2022
Shares 203,228 Value ($000) $20,597 Avg Close — Range —
Q4 2021
Shares 185,083 Value ($000) $19,970 Avg Close — Range —
Q3 2021
Shares 173,646 Value ($000) $17,097 Avg Close — Range —
Q2 2021
Shares 148,805 Value ($000) $14,653 Avg Close — Range —
Q1 2021
Shares 147,827 Value ($000) $13,433,032 Avg Close — Range —
Q4 2020
Shares 162,800 Value ($000) $14,006 Avg Close — Range —
Q3 2020
Shares 110,333 Value ($000) $8,408 Avg Close — Range —
Q2 2020
Shares 104,810 Value ($000) $7,336 Avg Close — Range —
Q1 2020
Shares 56,059 Value ($000) $3,222 Avg Close — Range —
Q4 2019
Shares 2,620 Value ($000) $186 Avg Close — Range —
Q3 2019
Shares 1,331 Value ($000) $87 Avg Close — Range —
Q2 2019
Shares 1,331 Value ($000) $85 Avg Close — Range —
Q3 2018
Shares 229 Value ($000) $15 Avg Close — Range —
Q2 2018
Shares 229 Value ($000) $14 Avg Close — Range —