ISHARES TR

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 9,757 Value ($000) $928 Avg Close — Range —
Q3 2025
Shares 8,401 Value ($000) $781 Avg Close — Range —
Q2 2025
Shares 8,870 Value ($000) $791 Avg Close — Range —
Q1 2025
Shares 8,808 Value ($000) $720 Avg Close — Range —
Q4 2024
Shares 8,915 Value ($000) $679 Avg Close — Range —
Q3 2024
Shares 8,514 Value ($000) $717 Avg Close — Range —
Q2 2024
Shares 8,186 Value ($000) $645 Avg Close — Range —
Q1 2024
Shares 7,564 Value ($000) $605 Avg Close — Range —