ISHARES TR

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

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 30,091 Value ($000) $1,384 Avg Close — Range —
Q3 2025
Shares 28,141 Value ($000) $1,269 Avg Close — Range —
Q2 2025
Shares 27,272 Value ($000) $1,127 Avg Close — Range —
Q1 2025
Shares 18,717 Value ($000) $719 Avg Close — Range —
Q4 2024
Shares 16,173 Value ($000) $680 Avg Close — Range —
Q3 2024
Shares 15,819 Value ($000) $662 Avg Close — Range —
Q2 2024
Shares 14,054 Value ($000) $541 Avg Close — Range —
Q1 2024
Shares 13,775 Value ($000) $555 Avg Close — Range —
Q4 2023
Shares 12,408 Value ($000) $472 Avg Close — Range —
Q3 2023
Shares 14,685 Value ($000) $494 Avg Close — Range —
Q2 2023
Shares 12,243 Value ($000) $435 Avg Close — Range —
Q1 2023
Shares 12,107 Value ($000) $412 Avg Close — Range —
Q4 2022
Shares 11,997 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 43,730 Value ($000) $1,341 Avg Close — Range —
Q2 2022
Shares 33,098 Value ($000) $1,043 Avg Close — Range —
Q1 2022
Shares 37,686 Value ($000) $1,434 Avg Close — Range —
Q4 2021
Shares 42,144 Value ($000) $1,699 Avg Close — Range —
Q3 2021
Shares 44,092 Value ($000) $1,720 Avg Close — Range —
Q2 2021
Shares 29,347 Value ($000) $1,185 Avg Close — Range —
Q1 2021
Shares 16,678 Value ($000) $643 Avg Close — Range —
Q4 2020
Shares 8,575 Value ($000) $293 Avg Close — Range —