ISHARES TR

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

Shira Ridge Wealth Management's Holding History (CIK: 0001961210)

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

Q4 2025
Shares 136,577 Value ($000) $12,987 Avg Close Range
Q3 2025
Shares 130,330 Value ($000) $12,118 Avg Close Range
Q2 2025
Shares 128,514 Value ($000) $11,466 Avg Close Range
Q1 2025
Shares 127,869 Value ($000) $10,446 Avg Close Range
Q4 2024
Shares 117,018 Value ($000) $8,910 Avg Close Range
Q3 2024
Shares 109,457 Value ($000) $9,213 Avg Close Range
Q2 2024
Shares 106,027 Value ($000) $8,353 Avg Close Range
Q1 2024
Shares 104,592 Value ($000) $8,358 Avg Close Range
Q4 2023
Shares 104,810 Value ($000) $7,917 Avg Close Range
Q3 2023
Shares 100,446 Value ($000) $6,944 Avg Close Range
Q2 2023
Shares 98,883 Value ($000) $7,212 Avg Close Range
Q1 2023
Shares 98,631 Value ($000) $7,086 Avg Close Range
Q4 2022
Shares 97,498 Value ($000) $6,410 Avg Close Range