ISHARES TR

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

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

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

Q4 2025
Shares 1,867 Value ($000) $278 Avg Close — Range —
Q3 2025
Shares 2,247 Value ($000) $327 Avg Close — Range —
Q2 2025
Shares 2,306 Value ($000) $321 Avg Close — Range —
Q1 2025
Shares 9,034 Value ($000) $1,101 Avg Close — Range —
Q4 2024
Shares 8,777 Value ($000) $1,131 Avg Close — Range —
Q3 2024
Shares 8,771 Value ($000) $1,107 Avg Close — Range —
Q2 2024
Shares 8,917 Value ($000) $1,064 Avg Close — Range —
Q4 2023
Shares 8,575 Value ($000) $927 Avg Close — Range —
Q3 2023
Shares 4,739 Value ($000) $445 Avg Close — Range —
Q2 2023
Shares 4,255 Value ($000) $415 Avg Close — Range —
Q1 2023
Shares 4,346 Value ($000) $393 Avg Close — Range —
Q4 2022
Shares 5,866 Value ($000) $497 Avg Close — Range —