ISHARES TR

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

Icon Wealth Advisors, LLC's Holding History (CIK: 0001963212)

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

Q4 2025
Shares 16,570 Value ($000) $2,469 Avg Close — Range —
Q3 2025
Shares 16,552 Value ($000) $2,410 Avg Close — Range —
Q2 2025
Shares 17,110 Value ($000) $2,315 Avg Close — Range —
Q1 2025
Shares 18,033 Value ($000) $2,198 Avg Close — Range —
Q4 2024
Shares 57,646 Value ($000) $7,426 Avg Close — Range —
Q3 2024
Shares 62,178 Value ($000) $7,846 Avg Close — Range —
Q2 2024
Shares 62,833 Value ($000) $7,607 Avg Close — Range —
Q1 2024
Shares 119,480 Value ($000) $13,735 Avg Close — Range —
Q4 2023
Shares 212,777 Value ($000) $22,325 Avg Close — Range —
Q4 2022
Shares 534,909 Value ($000) $45,333 Avg Close — Range —
Q3 2022
Shares 586,973 Value ($000) $47 Avg Close — Range —