ISHARES TR

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

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 60,671 Value ($000) $5,769 Avg Close — Range —
Q3 2025
Shares 43,012 Value ($000) $3,999 Avg Close — Range —
Q2 2025
Shares 41,537 Value ($000) $3,706 Avg Close — Range —
Q1 2025
Shares 34,517 Value ($000) $2,820 Avg Close — Range —
Q4 2024
Shares 30,046 Value ($000) $2,288 Avg Close — Range —
Q3 2024
Shares 10,373 Value ($000) $873 Avg Close — Range —
Q2 2024
Shares 16,243 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 15,261 Value ($000) $1 Avg Close — Range —