ISHARES TR

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

BARTLETT & CO. WEALTH MANAGEMENT LLC's Holding History (CIK: 0002010186)

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

Q4 2025
Shares 1,294 Value ($000) $193 Avg Close — Range —
Q3 2025
Shares 1,294 Value ($000) $188 Avg Close — Range —
Q2 2025
Shares 1,294 Value ($000) $175 Avg Close — Range —
Q1 2025
Shares 1,355 Value ($000) $165 Avg Close — Range —
Q4 2024
Shares 1,099 Value ($000) $142 Avg Close — Range —
Q3 2024
Shares 1,428 Value ($000) $180 Avg Close — Range —
Q2 2024
Shares 1,252 Value ($000) $149 Avg Close — Range —
Q1 2024
Shares 1,203 Value ($000) $138 Avg Close — Range —
Q4 2023
Shares 1,073 Value ($000) $113 Avg Close — Range —
Q3 2023
Shares 1,536 Value ($000) $145 Avg Close — Range —
Q2 2023
Shares 1,690 Value ($000) $165 Avg Close — Range —
Q1 2023
Shares 1,778 Value ($000) $161 Avg Close — Range —
Q4 2022
Shares 1,803 Value ($000) $153 Avg Close — Range —
Q3 2022
Shares 162 Value ($000) $13 Avg Close — Range —
Q2 2022
Shares 162 Value ($000) $14 Avg Close — Range —
Q1 2022
Shares 467 Value ($000) $47 Avg Close — Range —
Q3 2021
Shares 162 Value ($000) $16 Avg Close — Range —