ISHARES TR

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

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 7,112 Value ($000) $676 Avg Close — Range —
Q3 2025
Shares 6,951 Value ($000) $646 Avg Close — Range —
Q2 2025
Shares 6,971 Value ($000) $622 Avg Close — Range —
Q1 2025
Shares 6,931 Value ($000) $566 Avg Close — Range —
Q3 2024
Shares 2,466 Value ($000) $208 Avg Close — Range —
Q2 2024
Shares 2,636 Value ($000) $208 Avg Close — Range —