ISHARES TR

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

Walkner Condon Financial Advisors LLC's Holding History (CIK: 0001817494)

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

Q4 2025
Shares 6,083 Value ($000) $906 Avg Close Range
Q3 2025
Shares 6,057 Value ($000) $882 Avg Close Range
Q2 2025
Shares 6,044 Value ($000) $818 Avg Close Range
Q1 2025
Shares 6,306 Value ($000) $769 Avg Close Range
Q4 2024
Shares 6,370 Value ($000) $821 Avg Close Range
Q3 2024
Shares 6,274 Value ($000) $792 Avg Close Range
Q2 2024
Shares 6,294 Value ($000) $751 Avg Close Range
Q1 2024
Shares 6,360 Value ($000) $731 Avg Close Range
Q4 2023
Shares 6,389 Value ($000) $670 Avg Close Range
Q3 2023
Shares 6,479 Value ($000) $608 Avg Close Range
Q2 2023
Shares 6,420 Value ($000) $626 Avg Close Range
Q1 2023
Shares 6,435 Value ($000) $582 Avg Close Range
Q4 2022
Shares 6,408 Value ($000) $543 Avg Close Range
Q3 2022
Shares 6,341 Value ($000) $504 Avg Close Range
Q2 2022
Shares 4,953 Value ($000) $416 Avg Close Range
Q1 2022
Shares 5,268 Value ($000) $534,000 Avg Close Range
Q3 2021
Shares 5,240 Value ($000) $517 Avg Close Range
Q2 2021
Shares 5,389 Value ($000) $531 Avg Close Range
Q1 2021
Shares 5,448 Value ($000) $495 Avg Close Range
Q4 2020
Shares 8,198 Value ($000) $705 Avg Close Range
Q3 2020
Shares 5,526 Value ($000) $421 Avg Close Range
Q2 2020
Shares 5,526 Value ($000) $387 Avg Close Range
Q1 2020
Shares 5,609 Value ($000) $322 Avg Close Range
Q4 2019
Shares 6,908 Value ($000) $493 Avg Close Range