ISHARES TR

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

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2023
Shares 4,317 Value ($000) $453 Avg Close — Range —
Q3 2023
Shares 4,765 Value ($000) $447 Avg Close — Range —
Q2 2023
Shares 10,400 Value ($000) $1,024 Avg Close — Range —
Q1 2023
Shares 6,281 Value ($000) $568 Avg Close — Range —
Q4 2022
Shares 9,572 Value ($000) $811 Avg Close — Range —