ISHARES TR

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

OLIO Financial Planning's Holding History (CIK: 0001906766)

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

Q4 2025
Shares 10,084 Value ($000) $1,502 Avg Close Range
Q3 2025
Shares 8,532 Value ($000) $1,242 Avg Close Range
Q2 2025
Shares 8,172 Value ($000) $1,106 Avg Close Range
Q1 2025
Shares 8,018 Value ($000) $977 Avg Close Range
Q4 2024
Shares 14,239 Value ($000) $1,834 Avg Close Range
Q3 2024
Shares 17,993 Value ($000) $1,894 Avg Close Range
Q2 2024
Shares 17,993 Value ($000) $1,894 Avg Close Range
Q1 2024
Shares 17,993 Value ($000) $1,894 Avg Close Range
Q4 2023
Shares 17,993 Value ($000) $1,894 Avg Close Range
Q3 2023
Shares 17,586 Value ($000) $1,652 Avg Close Range
Q2 2023
Shares 18,180 Value ($000) $1,772 Avg Close Range
Q1 2023
Shares 18,070 Value ($000) $1,634 Avg Close Range
Q4 2022
Shares 17,197 Value ($000) $1,457 Avg Close Range
Q3 2022
Shares 19,020 Value ($000) $1,510 Avg Close Range
Q2 2022
Shares 19,567 Value ($000) $1,642 Avg Close Range
Q1 2022
Shares 15,810 Value ($000) $1,602 Avg Close Range
Q4 2021
Shares 4,561 Value ($000) $492 Avg Close Range