ISHARES TR

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

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 7,790 Value ($000) $1,161 Avg Close — Range —
Q3 2025
Shares 7,745 Value ($000) $1,128 Avg Close — Range —
Q2 2025
Shares 10,936 Value ($000) $1,480 Avg Close — Range —
Q1 2025
Shares 10,547 Value ($000) $1,286 Avg Close — Range —
Q4 2024
Shares 15,009 Value ($000) $1,933 Avg Close — Range —
Q3 2024
Shares 5,247 Value ($000) $662 Avg Close — Range —
Q2 2024
Shares 5,261 Value ($000) $628 Avg Close — Range —
Q1 2024
Shares 18,890 Value ($000) $2,172 Avg Close — Range —
Q4 2023
Shares 22,196 Value ($000) $2,329 Avg Close — Range —
Q3 2023
Shares 29,823 Value ($000) $2,813 Avg Close — Range —
Q2 2023
Shares 37,433 Value ($000) $3,648 Avg Close — Range —
Q1 2023
Shares 37,865 Value ($000) $3,425 Avg Close — Range —
Q4 2022
Shares 47,315 Value ($000) $4,010 Avg Close — Range —
Q3 2022
Shares 54,146 Value ($000) $4,299 Avg Close — Range —
Q2 2022
Shares 30,165 Value ($000) $2,530 Avg Close — Range —
Q1 2022
Shares 75,186 Value ($000) $7,620 Avg Close — Range —
Q4 2021
Shares 71,290 Value ($000) $7,692 Avg Close — Range —
Q3 2021
Shares 63,307 Value ($000) $6,233 Avg Close — Range —
Q2 2021
Shares 54,076 Value ($000) $5,324 Avg Close — Range —
Q1 2021
Shares 41,133 Value ($000) $3,737 Avg Close — Range —
Q4 2020
Shares 30,836 Value ($000) $2,652 Avg Close — Range —
Q3 2020
Shares 15,872 Value ($000) $1,209 Avg Close — Range —
Q2 2020
Shares 10,851 Value ($000) $759 Avg Close — Range —