ISHARES TR

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

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 23,676 Value ($000) $3,527 Avg Close — Range —
Q3 2025
Shares 25,210 Value ($000) $3,671 Avg Close — Range —
Q2 2025
Shares 29,824 Value ($000) $4,035 Avg Close — Range —
Q1 2025
Shares 30,001 Value ($000) $3,658 Avg Close — Range —
Q4 2024
Shares 28,615 Value ($000) $3,687 Avg Close — Range —
Q3 2024
Shares 28,012 Value ($000) $3,535 Avg Close — Range —
Q2 2024
Shares 25,276 Value ($000) $3,016 Avg Close — Range —
Q1 2024
Shares 25,340 Value ($000) $2,913 Avg Close — Range —
Q4 2023
Shares 25,189 Value ($000) $2,643 Avg Close — Range —
Q3 2023
Shares 23,594 Value ($000) $2,216 Avg Close — Range —
Q2 2023
Shares 23,267 Value ($000) $2,268 Avg Close — Range —
Q1 2023
Shares 22,456 Value ($000) $2,031 Avg Close — Range —
Q4 2022
Shares 36,549 Value ($000) $3,098 Avg Close — Range —
Q3 2022
Shares 39,427 Value ($000) $3,131 Avg Close — Range —
Q2 2022
Shares 40,582 Value ($000) $3,405 Avg Close — Range —
Q1 2022
Shares 38,277 Value ($000) $3,879 Avg Close — Range —
Q4 2021
Shares 37,298 Value ($000) $4,024 Avg Close — Range —