ISHARES TR

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

Leverty Financial Group, LLC's Holding History (CIK: 0001908386)

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

Q4 2025
Shares 3,233 Value ($000) $307 Avg Close — Range —
Q3 2025
Shares 3,348 Value ($000) $311 Avg Close — Range —
Q2 2025
Shares 3,365 Value ($000) $300 Avg Close — Range —
Q1 2025
Shares 3,365 Value ($000) $275 Avg Close — Range —
Q4 2024
Shares 3,365 Value ($000) $256 Avg Close — Range —
Q1 2024
Shares 4,690 Value ($000) $375 Avg Close — Range —
Q4 2023
Shares 5,465 Value ($000) $413 Avg Close — Range —
Q3 2023
Shares 5,465 Value ($000) $378 Avg Close — Range —
Q2 2023
Shares 5,472 Value ($000) $399 Avg Close — Range —
Q1 2023
Shares 5,472 Value ($000) $393 Avg Close — Range —
Q4 2022
Shares 5,472 Value ($000) $360 Avg Close — Range —
Q3 2022
Shares 9,257 Value ($000) $519 Avg Close — Range —
Q2 2022
Shares 6,310 Value ($000) $396 Avg Close — Range —
Q1 2022
Shares 8,367 Value ($000) $616 Avg Close — Range —
Q4 2021
Shares 229 Value ($000) $18 Avg Close — Range —