ISHARES TR

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

Shotwell Rutter Baer Inc's Holding History (CIK: 0002008310)

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

Q4 2025
Shares 5,397 Value ($000) $813 Avg Close — Range —
Q3 2025
Shares 5,465 Value ($000) $804 Avg Close — Range —
Q2 2025
Shares 5,465 Value ($000) $746 Avg Close — Range —
Q1 2025
Shares 5,602 Value ($000) $618 Avg Close — Range —
Q4 2024
Shares 6,158 Value ($000) $786 Avg Close — Range —
Q3 2024
Shares 6,504 Value ($000) $819 Avg Close — Range —
Q2 2024
Shares 6,605 Value ($000) $805 Avg Close — Range —
Q1 2024
Shares 7,414 Value ($000) $847 Avg Close — Range —
Q4 2023
Shares 7,970 Value ($000) $837 Avg Close — Range —