ISHARES TR

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

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

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

Q4 2025
Shares 36,227 Value ($000) $3,445 Avg Close — Range —
Q3 2025
Shares 36,536 Value ($000) $3,397 Avg Close — Range —
Q2 2025
Shares 36,542 Value ($000) $3,250 Avg Close — Range —
Q1 2025
Shares 35,866 Value ($000) $2,930 Avg Close — Range —
Q4 2024
Shares 56,894 Value ($000) $4,332 Avg Close — Range —
Q3 2024
Shares 56,454 Value ($000) $4,752 Avg Close — Range —
Q2 2024
Shares 59,555 Value ($000) $4,692 Avg Close — Range —
Q1 2024
Shares 5,949 Value ($000) $324 Avg Close — Range —
Q4 2023
Shares 72,787 Value ($000) $5,510 Avg Close — Range —
Q3 2023
Shares 66,567 Value ($000) $4,602 Avg Close — Range —
Q2 2023
Shares 67,875 Value ($000) $4,950 Avg Close — Range —
Q1 2023
Shares 70,515 Value ($000) $5,066 Avg Close — Range —
Q4 2022
Shares 73,652 Value ($000) $4,842 Avg Close — Range —