ISHARES TR

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

Opes Wealth Management LLC's Holding History (CIK: 0001766918)

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

Q4 2025
Shares 23,256 Value ($000) $3,465 Avg Close — Range —
Q3 2025
Shares 23,256 Value ($000) $3,386 Avg Close — Range —
Q2 2025
Shares 23,716 Value ($000) $3,209 Avg Close — Range —
Q1 2025
Shares 22,727 Value ($000) $2,771 Avg Close — Range —
Q4 2024
Shares 18,712 Value ($000) $2,410 Avg Close — Range —
Q3 2024
Shares 19,636 Value ($000) $2,478 Avg Close — Range —
Q2 2024
Shares 19,256 Value ($000) $2,298 Avg Close — Range —
Q1 2024
Shares 18,351 Value ($000) $2,110 Avg Close — Range —
Q4 2023
Shares 15,501 Value ($000) $1,626 Avg Close — Range —
Q3 2023
Shares 11,009 Value ($000) $1,034 Avg Close — Range —
Q2 2023
Shares 6,860 Value ($000) $669 Avg Close — Range —
Q1 2023
Shares 6,445 Value ($000) $583 Avg Close — Range —
Q4 2022
Shares 5,230 Value ($000) $443 Avg Close — Range —
Q3 2022
Shares 5,230 Value ($000) $415 Avg Close — Range —
Q2 2022
Shares 3,965 Value ($000) $333 Avg Close — Range —
Q1 2022
Shares 3,135 Value ($000) $318 Avg Close — Range —
Q4 2021
Shares 2,910 Value ($000) $314 Avg Close — Range —
Q3 2021
Shares 2,190 Value ($000) $216 Avg Close — Range —