ISHARES TR

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

Sovereign Financial Group, Inc.'s Holding History (CIK: 0001846175)

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

Q4 2025
Shares 3,293 Value ($000) $491 Avg Close — Range —
Q3 2025
Shares 4,344 Value ($000) $632 Avg Close — Range —
Q2 2025
Shares 4,018 Value ($000) $544 Avg Close — Range —
Q1 2025
Shares 4,980 Value ($000) $607 Avg Close — Range —
Q4 2024
Shares 4,768 Value ($000) $614 Avg Close — Range —
Q3 2024
Shares 4,092 Value ($000) $516 Avg Close — Range —
Q2 2024
Shares 4,231 Value ($000) $505 Avg Close — Range —
Q1 2024
Shares 4,571 Value ($000) $525 Avg Close — Range —
Q4 2023
Shares 10,028 Value ($000) $1,052 Avg Close — Range —
Q3 2023
Shares 11,035 Value ($000) $1,036 Avg Close — Range —
Q2 2023
Shares 15,545 Value ($000) $1,515 Avg Close — Range —
Q1 2023
Shares 19,689 Value ($000) $1,781 Avg Close — Range —
Q4 2022
Shares 34,007 Value ($000) $2,882 Avg Close — Range —
Q3 2022
Shares 20,755 Value ($000) $1,648 Avg Close — Range —
Q2 2022
Shares 20,949 Value ($000) $1,758 Avg Close — Range —
Q1 2022
Shares 17,774 Value ($000) $1,801 Avg Close — Range —
Q4 2021
Shares 17,124 Value ($000) $1,848 Avg Close — Range —