ISHARES TR

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

Bell Investment Advisors, Inc's Holding History (CIK: 0001890149)

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

Q4 2025
Shares 5,546 Value ($000) $826 Avg Close — Range —
Q3 2025
Shares 5,558 Value ($000) $809 Avg Close — Range —
Q2 2025
Shares 5,893 Value ($000) $797 Avg Close — Range —
Q1 2025
Shares 6,146 Value ($000) $749 Avg Close — Range —
Q4 2024
Shares 6,940 Value ($000) $894 Avg Close — Range —
Q3 2024
Shares 6,616 Value ($000) $835 Avg Close — Range —
Q2 2024
Shares 6,479 Value ($000) $773 Avg Close — Range —
Q1 2024
Shares 6,337 Value ($000) $729 Avg Close — Range —
Q4 2023
Shares 6,679 Value ($000) $701 Avg Close — Range —
Q3 2023
Shares 6,504 Value ($000) $611 Avg Close — Range —
Q2 2023
Shares 6,414 Value ($000) $625 Avg Close — Range —
Q1 2023
Shares 5,490 Value ($000) $497 Avg Close — Range —
Q4 2022
Shares 4,674 Value ($000) $396 Avg Close — Range —
Q3 2022
Shares 4,930 Value ($000) $392 Avg Close — Range —
Q2 2022
Shares 4,933 Value ($000) $414 Avg Close — Range —
Q4 2021
Shares 4,453 Value ($000) $480 Avg Close — Range —
Q3 2021
Shares 2,467 Value ($000) $243 Avg Close — Range —