ISHARES TR

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 14,651 Value ($000) $2,183 Avg Close — Range —
Q3 2025
Shares 9,122 Value ($000) $1,328 Avg Close — Range —
Q2 2025
Shares 8,911 Value ($000) $1,206 Avg Close — Range —
Q1 2025
Shares 6,974 Value ($000) $850 Avg Close — Range —
Q4 2024
Shares 7,054 Value ($000) $909 Avg Close — Range —
Q3 2024
Shares 7,827 Value ($000) $988 Avg Close — Range —
Q2 2024
Shares 7,753 Value ($000) $925 Avg Close — Range —
Q1 2024
Shares 7,978 Value ($000) $917 Avg Close — Range —
Q4 2023
Shares 9,610 Value ($000) $1,008 Avg Close — Range —