ISHARES TR

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

Keystone Financial Services's Holding History (CIK: 0001865158)

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

Q4 2025
Shares 8,553 Value ($000) $1,274 Avg Close — Range —
Q3 2025
Shares 6,587 Value ($000) $959 Avg Close — Range —
Q2 2025
Shares 6,503 Value ($000) $880 Avg Close — Range —
Q1 2025
Shares 6,918 Value ($000) $843 Avg Close — Range —
Q4 2024
Shares 4,738 Value ($000) $610 Avg Close — Range —
Q3 2024
Shares 4,738 Value ($000) $598 Avg Close — Range —
Q2 2024
Shares 4,764 Value ($000) $568 Avg Close — Range —
Q1 2024
Shares 6,955 Value ($000) $799 Avg Close — Range —
Q4 2023
Shares 66,242 Value ($000) $6,950 Avg Close — Range —
Q3 2023
Shares 63,055 Value ($000) $5,922 Avg Close — Range —
Q2 2023
Shares 96,534 Value ($000) $9,408 Avg Close — Range —
Q1 2023
Shares 96,370 Value ($000) $8,717 Avg Close — Range —
Q4 2022
Shares 247,083 Value ($000) $22,297 Avg Close — Range —
Q3 2022
Shares 265,061 Value ($000) $22,379 Avg Close — Range —
Q2 2022
Shares 304,567 Value ($000) $27,734 Avg Close — Range —
Q1 2022
Shares 317,995 Value ($000) $28,162 Avg Close — Range —
Q4 2021
Shares 301,094 Value ($000) $32,488 Avg Close — Range —