ISHARES TR

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

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 3,752 Value ($000) $559 Avg Close — Range —
Q3 2025
Shares 3,746 Value ($000) $545 Avg Close — Range —
Q2 2025
Shares 3,700 Value ($000) $501 Avg Close — Range —
Q1 2025
Shares 4,340 Value ($000) $529 Avg Close — Range —
Q4 2024
Shares 6,179 Value ($000) $796 Avg Close — Range —
Q1 2022
Shares 15,930 Value ($000) $1,614 Avg Close — Range —
Q4 2021
Shares 20,691 Value ($000) $2,233 Avg Close — Range —
Q3 2021
Shares 11,071 Value ($000) $1,090 Avg Close — Range —
Q2 2021
Shares 10,940 Value ($000) $1,077 Avg Close — Range —
Q1 2021
Shares 10,058 Value ($000) $914 Avg Close — Range —
Q4 2020
Shares 16,337 Value ($000) $1,405 Avg Close — Range —
Q3 2020
Shares 7,869 Value ($000) $600 Avg Close — Range —
Q2 2020
Shares 21,153 Value ($000) $1,086 Avg Close — Range —
Q1 2020
Shares 937 Value ($000) $54 Avg Close — Range —