ISHARES TR

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 1,870 Value ($000) $279 Avg Close — Range —
Q3 2025
Shares 1,753 Value ($000) $255 Avg Close — Range —
Q2 2025
Shares 1,845 Value ($000) $250 Avg Close — Range —
Q4 2024
Shares 4,500 Value ($000) $580 Avg Close — Range —
Q3 2024
Shares 5,866 Value ($000) $740 Avg Close — Range —
Q2 2024
Shares 5,937 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 8,463 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 26,686 Value ($000) $3 Avg Close — Range —
Q3 2023
Shares 49,593 Value ($000) $5 Avg Close — Range —
Q2 2023
Shares 69,095 Value ($000) $6,734 Avg Close — Range —
Q1 2023
Shares 71,846 Value ($000) $6,498 Avg Close — Range —
Q3 2022
Shares 220,209 Value ($000) $17,481 Avg Close — Range —
Q2 2022
Shares 212,154 Value ($000) $17,793 Avg Close — Range —
Q1 2022
Shares 207,299 Value ($000) $20,947 Avg Close — Range —
Q4 2021
Shares 191,517 Value ($000) $20,570 Avg Close — Range —
Q3 2021
Shares 178,619 Value ($000) $17,587 Avg Close — Range —
Q2 2021
Shares 144,201 Value ($000) $14,196 Avg Close — Range —
Q1 2021
Shares 134,830 Value ($000) $11,722 Avg Close — Range —
Q4 2020
Shares 134,830 Value ($000) $11,722 Avg Close — Range —
Q3 2020
Shares 115,141 Value ($000) $8,775 Avg Close — Range —
Q2 2020
Shares 97,512 Value ($000) $6,825 Avg Close — Range —
Q1 2020
Shares 50,998 Value ($000) $2,947 Avg Close — Range —