ISHARES TR

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

Erickson Financial Group, LLC's Holding History (CIK: 0001797734)

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

Q4 2025
Shares 133,776 Value ($000) $19,930 Avg Close — Range —
Q3 2025
Shares 132,192 Value ($000) $19,247 Avg Close — Range —
Q2 2025
Shares 129,612 Value ($000) $17,537 Avg Close — Range —
Q1 2025
Shares 129,685 Value ($000) $15,810 Avg Close — Range —
Q4 2024
Shares 129,554 Value ($000) $16,689 Avg Close — Range —
Q3 2024
Shares 129,278 Value ($000) $16,312 Avg Close — Range —
Q2 2024
Shares 131,331 Value ($000) $15,670 Avg Close — Range —
Q1 2024
Shares 132,378 Value ($000) $15,218 Avg Close — Range —
Q4 2023
Shares 131,707 Value ($000) $13,819 Avg Close — Range —
Q3 2023
Shares 129,159 Value ($000) $12,129 Avg Close — Range —
Q2 2023
Shares 127,608 Value ($000) $12,437 Avg Close — Range —
Q1 2023
Shares 126,268 Value ($000) $11,421 Avg Close — Range —
Q4 2022
Shares 125,174 Value ($000) $10,608 Avg Close — Range —
Q3 2022
Shares 162,219 Value ($000) $12,882 Avg Close — Range —
Q2 2022
Shares 168,059 Value ($000) $14,100 Avg Close — Range —
Q1 2022
Shares 164,467 Value ($000) $16,669 Avg Close — Range —
Q4 2021
Shares 151,030 Value ($000) $16,296 Avg Close — Range —