ISHARES TR

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

BCU Wealth Advisors, LLC's Holding History (CIK: 0002003570)

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

Q4 2025
Shares 3,272 Value ($000) $487 Avg Close — Range —
Q3 2025
Shares 3,223 Value ($000) $469 Avg Close — Range —
Q2 2025
Shares 3,217 Value ($000) $435 Avg Close — Range —
Q1 2025
Shares 3,211 Value ($000) $391 Avg Close — Range —
Q4 2024
Shares 3,201 Value ($000) $412 Avg Close — Range —
Q3 2024
Shares 3,159 Value ($000) $399 Avg Close — Range —
Q2 2024
Shares 3,151 Value ($000) $376 Avg Close — Range —
Q1 2024
Shares 3,116 Value ($000) $358 Avg Close — Range —
Q4 2023
Shares 6,210 Value ($000) $652 Avg Close — Range —