ISHARES TR

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

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 38,609 Value ($000) $3,671 Avg Close — Range —
Q3 2025
Shares 35,240 Value ($000) $3,277 Avg Close — Range —
Q2 2025
Shares 33,677 Value ($000) $3,005 Avg Close — Range —
Q1 2025
Shares 27,412 Value ($000) $2,239 Avg Close — Range —
Q4 2024
Shares 26,372 Value ($000) $2,008 Avg Close — Range —
Q3 2024
Shares 26,026 Value ($000) $2,191 Avg Close — Range —
Q2 2024
Shares 26,132 Value ($000) $2,059 Avg Close — Range —
Q1 2024
Shares 25,263 Value ($000) $2,019 Avg Close — Range —
Q4 2023
Shares 25,273 Value ($000) $1,909 Avg Close — Range —
Q3 2023
Shares 24,579 Value ($000) $1,699 Avg Close — Range —
Q2 2023
Shares 18,437 Value ($000) $1,345 Avg Close — Range —
Q1 2023
Shares 10,317 Value ($000) $741 Avg Close — Range —
Q4 2022
Shares 10,374 Value ($000) $682 Avg Close — Range —
Q3 2022
Shares 10,357 Value ($000) $581 Avg Close — Range —
Q2 2022
Shares 7,873 Value ($000) $494 Avg Close — Range —
Q1 2022
Shares 3,783 Value ($000) $279 Avg Close — Range —
Q4 2021
Shares 365 Value ($000) $29 Avg Close — Range —
Q3 2021
Shares 290 Value ($000) $22,730 Avg Close — Range —