ISHARES TR

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 3,518 Value ($000) $524 Avg Close — Range —
Q3 2025
Shares 15,719 Value ($000) $2,289 Avg Close — Range —
Q2 2025
Shares 16,453 Value ($000) $2,226 Avg Close — Range —
Q1 2025
Shares 20,743 Value ($000) $2,530 Avg Close — Range —
Q4 2024
Shares 25,914 Value ($000) $3,338 Avg Close — Range —
Q3 2024
Shares 19,215 Value ($000) $2,425 Avg Close — Range —
Q2 2024
Shares 22,964 Value ($000) $2,740 Avg Close — Range —
Q1 2024
Shares 22,980 Value ($000) $2,642 Avg Close — Range —
Q2 2023
Shares 3,725 Value ($000) $363 Avg Close — Range —