ISHARES TR

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

Apella Capital, LLC's Holding History (CIK: 0001801507)

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

Q4 2025
Shares 79,606 Value ($000) $11,860 Avg Close — Range —
Q3 2025
Shares 84,698 Value ($000) $12,237 Avg Close — Range —
Q2 2025
Shares 95,998 Value ($000) $13,014 Avg Close — Range —
Q1 2025
Shares 100,965 Value ($000) $11,965 Avg Close — Range —
Q4 2024
Shares 114,965 Value ($000) $14,810 Avg Close — Range —
Q3 2024
Shares 118,315 Value ($000) $14,787 Avg Close — Range —
Q2 2024
Shares 117,600 Value ($000) $14,338 Avg Close — Range —
Q1 2024
Shares 120,597 Value ($000) $13,772 Avg Close — Range —
Q4 2023
Shares 119,933 Value ($000) $12,342 Avg Close — Range —
Q3 2023
Shares 132,191 Value ($000) $12,414 Avg Close — Range —
Q2 2023
Shares 131,303 Value ($000) $12,797 Avg Close — Range —
Q4 2022
Shares 116,553 Value ($000) $9,878 Avg Close — Range —
Q3 2022
Shares 97,565 Value ($000) $7,748 Avg Close — Range —
Q2 2022
Shares 88,087 Value ($000) $7,391 Avg Close — Range —
Q1 2022
Shares 73,883 Value ($000) $7,488 Avg Close — Range —
Q4 2021
Shares 64,425 Value ($000) $6,951 Avg Close — Range —
Q3 2021
Shares 56,227 Value ($000) $5,580 Avg Close — Range —
Q2 2021
Shares 50,662 Value ($000) $4,989 Avg Close — Range —
Q1 2021
Shares 39,632 Value ($000) $3,601 Avg Close — Range —
Q4 2020
Shares 18,807 Value ($000) $1,618 Avg Close — Range —
Q3 2020
Shares 12,193 Value ($000) $929 Avg Close — Range —
Q2 2020
Shares 6,706 Value ($000) $469 Avg Close — Range —
Q1 2020
Shares 4,810 Value ($000) $277 Avg Close — Range —