ISHARES TR

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 11,511 Value ($000) $529 Avg Close — Range —
Q3 2025
Shares 11,484 Value ($000) $518 Avg Close — Range —
Q2 2025
Shares 11,469 Value ($000) $474 Avg Close — Range —
Q1 2025
Shares 12,751 Value ($000) $490 Avg Close — Range —
Q4 2024
Shares 12,735 Value ($000) $536 Avg Close — Range —
Q3 2024
Shares 6,960 Value ($000) $291 Avg Close — Range —
Q2 2024
Shares 7,661 Value ($000) $295 Avg Close — Range —
Q1 2024
Shares 7,505 Value ($000) $302 Avg Close — Range —
Q4 2023
Shares 7,688 Value ($000) $292 Avg Close — Range —
Q3 2023
Shares 7,648 Value ($000) $257 Avg Close — Range —
Q2 2023
Shares 7,791 Value ($000) $277 Avg Close — Range —
Q1 2023
Shares 8,874 Value ($000) $302 Avg Close — Range —
Q4 2022
Shares 8,517 Value ($000) $280 Avg Close — Range —
Q3 2022
Shares 6,678 Value ($000) $205 Avg Close — Range —