ISHARES TR

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

Physician Wealth Advisors, Inc.'s Holding History (CIK: 0001795173)

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

Q4 2025
Shares 33,653 Value ($000) $5,014 Avg Close — Range —
Q3 2025
Shares 33,230 Value ($000) $4,838 Avg Close — Range —
Q2 2025
Shares 32,300 Value ($000) $4,370 Avg Close — Range —
Q1 2025
Shares 32,490 Value ($000) $3,961 Avg Close — Range —
Q4 2024
Shares 33,036 Value ($000) $4,256 Avg Close — Range —
Q3 2024
Shares 33,768 Value ($000) $4,304 Avg Close — Range —
Q2 2024
Shares 33,575 Value ($000) $4,166 Avg Close — Range —
Q1 2024
Shares 33,811 Value ($000) $3,735 Avg Close — Range —
Q4 2023
Shares 79,320 Value ($000) $8,453 Avg Close — Range —
Q3 2023
Shares 75,788 Value ($000) $7,188 Avg Close — Range —
Q2 2023
Shares 104,732 Value ($000) $10,226 Avg Close — Range —
Q1 2023
Shares 103,377 Value ($000) $9,433 Avg Close — Range —
Q4 2022
Shares 234,337 Value ($000) $20,800 Avg Close — Range —
Q3 2022
Shares 272,896 Value ($000) $22,888 Avg Close — Range —
Q2 2022
Shares 265,980 Value ($000) $24,377 Avg Close — Range —
Q1 2022
Shares 288,356 Value ($000) $27,642 Avg Close — Range —
Q4 2021
Shares 241,874 Value ($000) $25,498 Avg Close — Range —
Q3 2021
Shares 219,649 Value ($000) $22,496 Avg Close — Range —
Q2 2021
Shares 206,555 Value ($000) $20,680 Avg Close — Range —
Q1 2021
Shares 179,093 Value ($000) $16,686 Avg Close — Range —
Q4 2020
Shares 169,210 Value ($000) $15,295 Avg Close — Range —
Q3 2020
Shares 132,947 Value ($000) $10,007 Avg Close — Range —
Q2 2020
Shares 105,075 Value ($000) $7,991 Avg Close — Range —
Q1 2020
Shares 114,328 Value ($000) $7,154 Avg Close — Range —