ISHARES TR

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

Litman Gregory Wealth Management LLC's Holding History (CIK: 0001551867)

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

Q4 2025
Shares 126,386 Value ($000) $12,018 Avg Close Range
Q3 2025
Shares 128,698 Value ($000) $11,966 Avg Close Range
Q2 2025
Shares 94,559 Value ($000) $8,437 Avg Close Range
Q1 2025
Shares 97,340 Value ($000) $7,952 Avg Close Range
Q4 2024
Shares 91,207 Value ($000) $6,945 Avg Close Range
Q3 2024
Shares 90,805 Value ($000) $7,643 Avg Close Range
Q2 2024
Shares 89,497 Value ($000) $7,051 Avg Close Range
Q1 2024
Shares 87,716 Value ($000) $7,009 Avg Close Range
Q4 2023
Shares 86,372 Value ($000) $6,525 Avg Close Range
Q3 2023
Shares 82,983 Value ($000) $5,737 Avg Close Range
Q2 2023
Shares 76,557 Value ($000) $5,583 Avg Close Range
Q4 2022
Shares 78,205 Value ($000) $5,141 Avg Close Range
Q3 2022
Shares 82,475 Value ($000) $4,629 Avg Close Range
Q2 2022
Shares 68,157 Value ($000) $4,278 Avg Close Range
Q1 2022
Shares 55,710 Value ($000) $4,107 Avg Close Range
Q4 2021
Shares 49,024 Value ($000) $3,895 Avg Close Range
Q3 2021
Shares 46,832 Value ($000) $3,671 Avg Close Range
Q2 2021
Shares 3,442 Value ($000) $3,442 Avg Close Range
Q1 2021
Shares 43,484 Value ($000) $3,300 Avg Close Range
Q4 2020
Shares 25,126 Value ($000) $1,835 Avg Close Range
Q3 2020
Shares 25,516 Value ($000) $1,620 Avg Close Range
Q2 2020
Shares 24,999 Value ($000) $1,514 Avg Close Range
Q1 2020
Shares 23,131 Value ($000) $1,230 Avg Close Range
Q4 2019
Shares 25,909 Value ($000) $1,781 Avg Close Range
Q3 2019
Shares 26,377 Value ($000) $1,691 Avg Close Range
Q2 2019
Shares 24,064 Value ($000) $1,548 Avg Close Range
Q1 2019
Shares 25,366 Value ($000) $1,603 Avg Close Range
Q4 2018
Shares 25,164 Value ($000) $1,444 Avg Close Range
Q3 2018
Shares 22,362 Value ($000) $1,481 Avg Close Range
Q2 2018
Shares 40,814 Value ($000) $2,702 Avg Close Range
Q1 2018
Shares 20,174 Value ($000) $1,358 Avg Close Range
Q4 2017
Shares 1,142 Value ($000) $16,835 Avg Close Range
Q3 2017
Shares 15,268 Value ($000) $1,012 Avg Close Range
Q2 2017
Shares 13,619 Value ($000) $853 Avg Close Range
Q1 2017
Shares 9,010 Value ($000) $541 Avg Close Range
Q4 2016
Shares 1,806 Value ($000) $101 Avg Close Range