ISHARES TR

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

Keebeck Wealth Management's Holding History (CIK: 0001803675)

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

Q4 2025
Shares 74,699 Value ($000) $11,129 Avg Close — Range —
Q3 2025
Shares 75,997 Value ($000) $11,065 Avg Close — Range —
Q2 2025
Shares 76,284 Value ($000) $10,321 Avg Close — Range —
Q1 2025
Shares 76,084 Value ($000) $9,275 Avg Close — Range —
Q4 2024
Shares 76,453 Value ($000) $9,849 Avg Close — Range —
Q3 2024
Shares 76,645 Value ($000) $9,671 Avg Close — Range —
Q2 2024
Shares 85,197 Value ($000) $10,166 Avg Close — Range —
Q1 2024
Shares 86,657 Value ($000) $9,962 Avg Close — Range —
Q4 2023
Shares 121,886 Value ($000) $12,788 Avg Close — Range —
Q3 2023
Shares 109,815 Value ($000) $10,358 Avg Close — Range —
Q2 2023
Shares 128,426 Value ($000) $12,516 Avg Close — Range —
Q1 2023
Shares 110,434 Value ($000) $9,989 Avg Close — Range —
Q4 2022
Shares 145,407 Value ($000) $12,323 Avg Close — Range —
Q3 2022
Shares 116,454 Value ($000) $9,248 Avg Close — Range —
Q2 2022
Shares 87,466 Value ($000) $7,338 Avg Close — Range —
Q1 2022
Shares 99,325 Value ($000) $10,067 Avg Close — Range —
Q4 2021
Shares 81,373 Value ($000) $8,780 Avg Close — Range —
Q3 2021
Shares 81,902 Value ($000) $8,064 Avg Close — Range —
Q2 2021
Shares 84,518 Value ($000) $8,322 Avg Close — Range —
Q1 2021
Shares 66,711 Value ($000) $6,062 Avg Close — Range —
Q4 2020
Shares 42,513 Value ($000) $3,658 Avg Close — Range —