ISHARES TR

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

Arkadios Wealth Advisors's Holding History (CIK: 0001800798)

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

Q4 2025
Shares 13,445 Value ($000) $2,003 Avg Close — Range —
Q3 2025
Shares 9,805 Value ($000) $1,428 Avg Close — Range —
Q2 2025
Shares 7,804 Value ($000) $1,056 Avg Close — Range —
Q1 2025
Shares 7,804 Value ($000) $951 Avg Close — Range —
Q3 2024
Shares 1,872 Value ($000) $236 Avg Close — Range —
Q2 2024
Shares 2,145 Value ($000) $256 Avg Close — Range —
Q1 2024
Shares 1,884 Value ($000) $217 Avg Close — Range —
Q4 2023
Shares 2,911 Value ($000) $305 Avg Close — Range —
Q3 2023
Shares 2,327 Value ($000) $219 Avg Close — Range —
Q4 2022
Shares 3,097 Value ($000) $262 Avg Close — Range —
Q3 2022
Shares 3,482 Value ($000) $277 Avg Close — Range —
Q2 2022
Shares 2,663 Value ($000) $223 Avg Close — Range —
Q3 2021
Shares 1,652 Value ($000) $162 Avg Close — Range —
Q2 2021
Shares 1,261 Value ($000) $124 Avg Close — Range —
Q1 2021
Shares 675 Value ($000) $61 Avg Close — Range —
Q4 2020
Shares 678 Value ($000) $58 Avg Close — Range —
Q3 2020
Shares 634 Value ($000) $50,288 Avg Close — Range —
Q2 2020
Shares 308 Value ($000) $22,293 Avg Close — Range —
Q1 2020
Shares 170 Value ($000) $9,773 Avg Close — Range —
Q4 2019
Shares 148 Value ($000) $11,134 Avg Close — Range —