ISHARES TR

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

Sound View Wealth Advisors Group, LLC's Holding History (CIK: 0001784777)

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

Q4 2025
Shares 2,270 Value ($000) $338 Avg Close Range
Q3 2025
Shares 2,270 Value ($000) $331 Avg Close Range
Q2 2025
Shares 2,666 Value ($000) $361 Avg Close Range
Q1 2025
Shares 3,336 Value ($000) $407 Avg Close Range
Q4 2024
Shares 3,336 Value ($000) $430 Avg Close Range
Q3 2024
Shares 2,736 Value ($000) $345 Avg Close Range
Q2 2024
Shares 6,444 Value ($000) $769 Avg Close Range
Q1 2024
Shares 7,237 Value ($000) $832 Avg Close Range
Q4 2023
Shares 7,265 Value ($000) $762 Avg Close Range
Q3 2023
Shares 7,220 Value ($000) $678 Avg Close Range
Q2 2023
Shares 7,220 Value ($000) $704 Avg Close Range
Q1 2023
Shares 7,224 Value ($000) $653 Avg Close Range
Q4 2022
Shares 7,265 Value ($000) $762 Avg Close Range
Q3 2022
Shares 7,382 Value ($000) $586 Avg Close Range
Q2 2022
Shares 7,382 Value ($000) $619 Avg Close Range
Q1 2022
Shares 7,382 Value ($000) $748 Avg Close Range
Q4 2021
Shares 5,623 Value ($000) $607 Avg Close Range
Q3 2021
Shares 4,281 Value ($000) $422 Avg Close Range
Q2 2021
Shares 3,575 Value ($000) $352 Avg Close Range