ISHARES TR

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

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

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

Q4 2025
Shares 4,864 Value ($000) $462 Avg Close Range
Q3 2025
Shares 4,875 Value ($000) $453 Avg Close Range
Q2 2025
Shares 4,563 Value ($000) $407 Avg Close Range
Q1 2025
Shares 4,535 Value ($000) $370 Avg Close Range
Q4 2024
Shares 5,468 Value ($000) $416 Avg Close Range
Q3 2024
Shares 5,355 Value ($000) $451 Avg Close Range
Q2 2024
Shares 5,641 Value ($000) $444 Avg Close Range
Q1 2024
Shares 6,840 Value ($000) $547 Avg Close Range
Q4 2023
Shares 6,870 Value ($000) $519 Avg Close Range
Q3 2023
Shares 6,855 Value ($000) $474 Avg Close Range
Q2 2023
Shares 7,262 Value ($000) $530 Avg Close Range
Q1 2023
Shares 7,301 Value ($000) $525 Avg Close Range
Q4 2022
Shares 7,345 Value ($000) $483 Avg Close Range
Q3 2022
Shares 9,728 Value ($000) $546 Avg Close Range
Q2 2022
Shares 10,513 Value ($000) $660 Avg Close Range
Q1 2022
Shares 10,314 Value ($000) $760 Avg Close Range
Q4 2021
Shares 9,925 Value ($000) $789 Avg Close Range
Q3 2021
Shares 9,796 Value ($000) $768 Avg Close Range
Q2 2021
Shares 7,498 Value ($000) $593 Avg Close Range
Q1 2021
Shares 6,506 Value ($000) $494 Avg Close Range
Q4 2020
Shares 4,464 Value ($000) $326 Avg Close Range
Q3 2020
Shares 4,139 Value ($000) $263 Avg Close Range
Q2 2020
Shares 4,139 Value ($000) $251 Avg Close Range
Q1 2020
Shares 4,149 Value ($000) $221 Avg Close Range
Q4 2019
Shares 3,323 Value ($000) $228 Avg Close Range
Q3 2019
Shares 3,543 Value ($000) $227 Avg Close Range
Q2 2019
Shares 3,578 Value ($000) $230 Avg Close Range
Q1 2019
Shares 3,771 Value ($000) $238 Avg Close Range
Q4 2018
Shares 4,409 Value ($000) $253 Avg Close Range
Q2 2018
Shares 3,925 Value ($000) $256 Avg Close Range