ISHARES TR

Ticker: ESGD CUSIP: 46435G516 Class: ESG AW MSCI EAFE

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 57,073 Value ($000) $5,427 Avg Close Range
Q3 2025
Shares 57,446 Value ($000) $5,341 Avg Close Range
Q2 2025
Shares 61,530 Value ($000) $5,490 Avg Close Range
Q1 2025
Shares 69,129 Value ($000) $5,647 Avg Close Range
Q4 2024
Shares 75,762 Value ($000) $5,769 Avg Close Range
Q3 2024
Shares 74,921 Value ($000) $6,306 Avg Close Range
Q2 2024
Shares 75,493 Value ($000) $5,947 Avg Close Range
Q1 2024
Shares 84,688 Value ($000) $6,767 Avg Close Range
Q4 2023
Shares 89,359 Value ($000) $6,750 Avg Close Range
Q3 2023
Shares 92,173 Value ($000) $6,372 Avg Close Range
Q2 2023
Shares 95,923 Value ($000) $6,996 Avg Close Range
Q1 2023
Shares 100,281 Value ($000) $7,204 Avg Close Range
Q4 2022
Shares 101,820 Value ($000) $7 Avg Close Range
Q3 2022
Shares 34,818 Value ($000) $1,954 Avg Close Range
Q2 2022
Shares 34,818 Value ($000) $2,185 Avg Close Range
Q1 2022
Shares 34,818 Value ($000) $2,567 Avg Close Range
Q4 2021
Shares 37,182 Value ($000) $2,954 Avg Close Range
Q3 2021
Shares 34,818 Value ($000) $2,729 Avg Close Range
Q2 2021
Shares 34,818 Value ($000) $2,752 Avg Close Range
Q1 2021
Shares 40,318 Value ($000) $3,060 Avg Close Range
Q4 2020
Shares 40,318 Value ($000) $2,945 Avg Close Range
Q3 2020
Shares 40,318 Value ($000) $2,559 Avg Close Range
Q2 2020
Shares 41,093 Value ($000) $2,489 Avg Close Range
Q1 2020
Shares 42,042 Value ($000) $2,235 Avg Close Range
Q4 2019
Shares 56,360 Value ($000) $3,874 Avg Close Range
Q3 2019
Shares 56,353 Value ($000) $3,613 Avg Close Range
Q2 2019
Shares 57,869 Value ($000) $3,722 Avg Close Range
Q1 2019
Shares 57,869 Value ($000) $3,656 Avg Close Range
Q4 2018
Shares 165,545 Value ($000) $9,499 Avg Close Range