ISHARES TR

Ticker: ESML CUSIP: 46435U663 Class: ESG AWARE MSCI

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 12,707 Value ($000) $584 Avg Close — Range —
Q3 2025
Shares 11,967 Value ($000) $539 Avg Close — Range —
Q2 2025
Shares 12,002 Value ($000) $496 Avg Close — Range —
Q1 2025
Shares 12,076 Value ($000) $464 Avg Close — Range —
Q4 2024
Shares 12,044 Value ($000) $506 Avg Close — Range —
Q3 2024
Shares 12,019 Value ($000) $503 Avg Close — Range —
Q2 2024
Shares 6,444 Value ($000) $248 Avg Close — Range —
Q1 2024
Shares 6,408 Value ($000) $258 Avg Close — Range —
Q4 2023
Shares 6,391 Value ($000) $243 Avg Close — Range —
Q3 2023
Shares 5,964 Value ($000) $201 Avg Close — Range —
Q2 2023
Shares 5,964 Value ($000) $212 Avg Close — Range —
Q1 2023
Shares 6,023 Value ($000) $205 Avg Close — Range —
Q1 2022
Shares 6,690 Value ($000) $254 Avg Close — Range —
Q4 2021
Shares 6,700 Value ($000) $270 Avg Close — Range —
Q2 2021
Shares 5,025 Value ($000) $203 Avg Close — Range —