ISHARES TR

Ticker: SDG CUSIP: 46435G532 Class: MSCI GBL SUS DEV

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 3,147 Value ($000) $265 Avg Close — Range —
Q3 2025
Shares 3,044 Value ($000) $253 Avg Close — Range —
Q2 2025
Shares 2,996 Value ($000) $227 Avg Close — Range —
Q1 2025
Shares 3,195 Value ($000) $231 Avg Close — Range —
Q4 2024
Shares 3,227 Value ($000) $231 Avg Close — Range —
Q3 2024
Shares 3,426 Value ($000) $291 Avg Close — Range —
Q2 2024
Shares 3,820 Value ($000) $287 Avg Close — Range —
Q1 2024
Shares 3,702 Value ($000) $291 Avg Close — Range —
Q4 2023
Shares 3,660 Value ($000) $297 Avg Close — Range —
Q3 2023
Shares 3,717 Value ($000) $277 Avg Close — Range —
Q2 2023
Shares 4,418 Value ($000) $349 Avg Close — Range —
Q1 2023
Shares 2,575 Value ($000) $0 Avg Close — Range —
Q2 2021
Shares 2,204 Value ($000) $219 Avg Close — Range —