ISHARES TR

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

RTD Financial Advisors, Inc.'s Holding History (CIK: 0001810555)

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

Q4 2025
Shares 9,850 Value ($000) $1,467 Avg Close — Range —
Q3 2025
Shares 9,875 Value ($000) $1,438 Avg Close — Range —
Q2 2025
Shares 11,040 Value ($000) $1,494 Avg Close — Range —
Q1 2025
Shares 12,085 Value ($000) $1,473 Avg Close — Range —
Q4 2024
Shares 12,034 Value ($000) $1,550 Avg Close — Range —
Q3 2024
Shares 12,490 Value ($000) $1,576 Avg Close — Range —
Q2 2024
Shares 12,011 Value ($000) $1,433 Avg Close — Range —
Q1 2024
Shares 12,045 Value ($000) $1,385 Avg Close — Range —
Q4 2023
Shares 12,243 Value ($000) $1,285 Avg Close — Range —
Q3 2023
Shares 11,752 Value ($000) $1,104 Avg Close — Range —
Q2 2023
Shares 11,709 Value ($000) $1,141 Avg Close — Range —
Q1 2023
Shares 15,507 Value ($000) $1,403 Avg Close — Range —
Q4 2022
Shares 14,697 Value ($000) $1,246 Avg Close — Range —
Q3 2022
Shares 13,548 Value ($000) $1,076 Avg Close — Range —
Q2 2022
Shares 13,997 Value ($000) $1,174 Avg Close — Range —
Q1 2022
Shares 11,016 Value ($000) $1,116 Avg Close — Range —
Q4 2021
Shares 11,024 Value ($000) $1,190 Avg Close — Range —