ISHARES TR

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

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 11,427 Value ($000) $1,702 Avg Close — Range —
Q3 2025
Shares 10,357 Value ($000) $1,508 Avg Close — Range —
Q2 2025
Shares 10,318 Value ($000) $1,396 Avg Close — Range —
Q4 2024
Shares 12,366 Value ($000) $1,593 Avg Close — Range —
Q3 2024
Shares 12,904 Value ($000) $1,628 Avg Close — Range —
Q2 2024
Shares 14,087 Value ($000) $1,681 Avg Close — Range —
Q1 2024
Shares 14,382 Value ($000) $1,653 Avg Close — Range —
Q4 2023
Shares 16,545 Value ($000) $1,732 Avg Close — Range —
Q3 2023
Shares 18,414 Value ($000) $1,716 Avg Close — Range —
Q2 2023
Shares 23,922 Value ($000) $2,331 Avg Close — Range —
Q1 2023
Shares 26,275 Value ($000) $2,360 Avg Close — Range —
Q4 2022
Shares 55,385 Value ($000) $4,694 Avg Close — Range —
Q3 2022
Shares 46,851 Value ($000) $4,017 Avg Close — Range —
Q2 2022
Shares 52,656 Value ($000) $4,418 Avg Close — Range —
Q1 2022
Shares 41,897 Value ($000) $3,671 Avg Close — Range —
Q3 2021
Shares 6,603 Value ($000) $650 Avg Close — Range —
Q2 2021
Shares 5,314 Value ($000) $523 Avg Close — Range —
Q1 2021
Shares 4,230 Value ($000) $384 Avg Close — Range —
Q4 2020
Shares 3,953 Value ($000) $340 Avg Close — Range —
Q3 2020
Shares 2,042 Value ($000) $156 Avg Close — Range —
Q2 2020
Shares 2,126 Value ($000) $149 Avg Close — Range —
Q1 2020
Shares 1,102 Value ($000) $63 Avg Close — Range —