ISHARES TR

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

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025
Shares 1,019 Value ($000) $97 Avg Close — Range —
Q3 2025
Shares 1,939 Value ($000) $180 Avg Close — Range —
Q2 2025
Shares 1,939 Value ($000) $173 Avg Close — Range —
Q1 2025
Shares 1,956 Value ($000) $160 Avg Close — Range —
Q4 2024
Shares 3,583 Value ($000) $273 Avg Close — Range —
Q3 2024
Shares 4,055 Value ($000) $341 Avg Close — Range —
Q2 2024
Shares 8,625 Value ($000) $679 Avg Close — Range —
Q1 2024
Shares 12,493 Value ($000) $998 Avg Close — Range —
Q4 2023
Shares 16,147 Value ($000) $1,220 Avg Close — Range —
Q3 2023
Shares 21,221 Value ($000) $1,467 Avg Close — Range —
Q2 2023
Shares 22,411 Value ($000) $1,634 Avg Close — Range —
Q1 2023
Shares 20,725 Value ($000) $1,489 Avg Close — Range —
Q4 2022
Shares 23,096 Value ($000) $1,518 Avg Close — Range —
Q3 2022
Shares 22,851 Value ($000) $1,283 Avg Close — Range —
Q2 2022
Shares 24,211 Value ($000) $1,519 Avg Close — Range —
Q1 2022
Shares 19,386 Value ($000) $1,429 Avg Close — Range —
Q4 2021
Shares 16,076 Value ($000) $1,277 Avg Close — Range —
Q3 2021
Shares 9,636 Value ($000) $755 Avg Close — Range —
Q2 2021
Shares 5,153 Value ($000) $407 Avg Close — Range —