ISHARES TR

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

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q2 2025
Shares 4,987 Value ($000) $675 Avg Close — Range —
Q1 2025
Shares 6,521 Value ($000) $795 Avg Close — Range —
Q4 2024
Shares 6,519 Value ($000) $840 Avg Close — Range —
Q3 2024
Shares 6,273 Value ($000) $792 Avg Close — Range —
Q2 2024
Shares 11,636 Value ($000) $1,388 Avg Close — Range —
Q1 2024
Shares 12,480 Value ($000) $1,435 Avg Close — Range —
Q4 2023
Shares 34,930 Value ($000) $3,665 Avg Close — Range —
Q3 2023
Shares 34,213 Value ($000) $3,213 Avg Close — Range —
Q2 2023
Shares 43,206 Value ($000) $4,211 Avg Close — Range —
Q1 2023
Shares 42,480 Value ($000) $3,842 Avg Close — Range —
Q4 2022
Shares 78,819 Value ($000) $6,680 Avg Close — Range —
Q3 2022
Shares 97,500 Value ($000) $7,743 Avg Close — Range —
Q2 2022
Shares 89,370 Value ($000) $7,498 Avg Close — Range —
Q1 2022
Shares 90,478 Value ($000) $9,170 Avg Close — Range —
Q4 2021
Shares 80,319 Value ($000) $8,666 Avg Close — Range —
Q3 2021
Shares 79,527 Value ($000) $7,830 Avg Close — Range —
Q2 2021
Shares 61,024 Value ($000) $6,009 Avg Close — Range —
Q1 2021
Shares 61,779 Value ($000) $5,614 Avg Close — Range —
Q4 2020
Shares 62,377 Value ($000) $5,366 Avg Close — Range —
Q3 2020
Shares 43,604 Value ($000) $3,323 Avg Close — Range —
Q2 2020
Shares 42,338 Value ($000) $2,963 Avg Close — Range —
Q1 2020
Shares 19,212 Value ($000) $1,104 Avg Close — Range —
Q4 2019
Shares 9,862 Value ($000) $708 Avg Close — Range —