ISHARES TR

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

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 118,638 Value ($000) $11,281 Avg Close Range
Q3 2025
Shares 113,250 Value ($000) $10,530 Avg Close Range
Q2 2025
Shares 117,314 Value ($000) $10,467 Avg Close Range
Q1 2025
Shares 118,625 Value ($000) $9,690 Avg Close Range
Q4 2024
Shares 119,680 Value ($000) $9,112 Avg Close Range
Q3 2024
Shares 120,542 Value ($000) $10,146 Avg Close Range
Q2 2024
Shares 6,208 Value ($000) $489 Avg Close Range
Q1 2024
Shares 6,193 Value ($000) $495 Avg Close Range
Q4 2023
Shares 6,136 Value ($000) $464 Avg Close Range
Q3 2023
Shares 6,433 Value ($000) $445 Avg Close Range
Q2 2023
Shares 6,344 Value ($000) $463 Avg Close Range
Q1 2023
Shares 6,153 Value ($000) $442 Avg Close Range
Q4 2022
Shares 7,051 Value ($000) $464 Avg Close Range
Q3 2022
Shares 8,072 Value ($000) $453 Avg Close Range
Q2 2022
Shares 5,148 Value ($000) $323 Avg Close Range
Q1 2022
Shares 5,114 Value ($000) $377 Avg Close Range
Q4 2021
Shares 7,010 Value ($000) $557 Avg Close Range
Q3 2021
Shares 6,250 Value ($000) $490 Avg Close Range
Q1 2021
Shares 4,482 Value ($000) $340 Avg Close Range
Q4 2018
Shares 380 Value ($000) $22 Avg Close Range