ISHARES TR

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

CFM WEALTH PARTNERS LLC's Holding History (CIK: 0001801097)

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

Q4 2025
Shares 23,527 Value ($000) $2,237 Avg Close — Range —
Q3 2025
Shares 24,052 Value ($000) $2,236 Avg Close — Range —
Q2 2025
Shares 22,596 Value ($000) $2,016 Avg Close — Range —
Q1 2025
Shares 24,637 Value ($000) $2,013 Avg Close — Range —
Q4 2024
Shares 23,662 Value ($000) $1,802 Avg Close — Range —
Q3 2024
Shares 23,184 Value ($000) $1,951 Avg Close — Range —
Q2 2024
Shares 23,174 Value ($000) $1,826 Avg Close — Range —
Q1 2024
Shares 23,423 Value ($000) $1,872 Avg Close — Range —
Q4 2023
Shares 23,071 Value ($000) $1,743 Avg Close — Range —
Q3 2023
Shares 23,071 Value ($000) $1,595 Avg Close — Range —
Q2 2023
Shares 23,071 Value ($000) $1,683 Avg Close — Range —
Q1 2023
Shares 25,888 Value ($000) $1,860 Avg Close — Range —
Q4 2022
Shares 25,888 Value ($000) $1,702 Avg Close — Range —
Q3 2022
Shares 25,888 Value ($000) $1,453 Avg Close — Range —
Q2 2022
Shares 19,700 Value ($000) $1,236 Avg Close — Range —