ISHARES TR

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

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q4 2025
Shares 2,354 Value ($000) $351 Avg Close — Range —
Q3 2025
Shares 2,354 Value ($000) $343 Avg Close — Range —
Q2 2025
Shares 2,354 Value ($000) $319 Avg Close — Range —
Q1 2025
Shares 2,383 Value ($000) $291 Avg Close — Range —
Q4 2024
Shares 2,452 Value ($000) $316 Avg Close — Range —
Q3 2024
Shares 4,158 Value ($000) $525 Avg Close — Range —
Q2 2024
Shares 5,191 Value ($000) $619 Avg Close — Range —
Q1 2024
Shares 15,714 Value ($000) $1,806 Avg Close — Range —
Q4 2023
Shares 20,349 Value ($000) $2,135 Avg Close — Range —
Q3 2023
Shares 20,956 Value ($000) $1,968 Avg Close — Range —
Q2 2023
Shares 32,072 Value ($000) $3,126 Avg Close — Range —
Q1 2023
Shares 31,694 Value ($000) $2,867 Avg Close — Range —
Q4 2022
Shares 51,144 Value ($000) $4,334 Avg Close — Range —
Q3 2022
Shares 48,321 Value ($000) $3,837 Avg Close — Range —
Q2 2022
Shares 47,173 Value ($000) $3,958 Avg Close — Range —
Q1 2022
Shares 49,690 Value ($000) $5,036 Avg Close — Range —
Q4 2021
Shares 41,352 Value ($000) $4,462 Avg Close — Range —
Q3 2021
Shares 40,177 Value ($000) $3,956 Avg Close — Range —
Q2 2021
Shares 34,195 Value ($000) $3,367 Avg Close — Range —
Q1 2021
Shares 28,904 Value ($000) $2,627 Avg Close — Range —
Q4 2020
Shares 29,296 Value ($000) $2,520 Avg Close — Range —