ISHARES TR

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

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025
Shares 222 Value ($000) $33 Avg Close — Range —
Q3 2025
Shares 222 Value ($000) $32 Avg Close — Range —
Q2 2025
Shares 222 Value ($000) $30 Avg Close — Range —
Q1 2025
Shares 222 Value ($000) $27 Avg Close — Range —
Q4 2024
Shares 222 Value ($000) $29 Avg Close — Range —
Q3 2024
Shares 222 Value ($000) $28 Avg Close — Range —
Q2 2024
Shares 222 Value ($000) $26 Avg Close — Range —
Q1 2024
Shares 385 Value ($000) $44 Avg Close — Range —
Q4 2023
Shares 1,638 Value ($000) $172 Avg Close — Range —
Q3 2023
Shares 1,952 Value ($000) $183 Avg Close — Range —
Q2 2023
Shares 1,963 Value ($000) $191 Avg Close — Range —
Q1 2023
Shares 972 Value ($000) $88 Avg Close — Range —
Q4 2022
Shares 2,054 Value ($000) $174 Avg Close — Range —
Q3 2022
Shares 3,665 Value ($000) $291 Avg Close — Range —
Q2 2022
Shares 5,340 Value ($000) $448 Avg Close — Range —
Q1 2022
Shares 5,118 Value ($000) $519 Avg Close — Range —
Q4 2021
Shares 4,937 Value ($000) $533 Avg Close — Range —