ISHARES TR

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

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 30,284 Value ($000) $1,392 Avg Close — Range —
Q3 2025
Shares 31,852 Value ($000) $1,436 Avg Close — Range —
Q2 2025
Shares 32,883 Value ($000) $1,359 Avg Close — Range —
Q1 2025
Shares 33,566 Value ($000) $1,289 Avg Close — Range —
Q4 2024
Shares 35,881 Value ($000) $1,509 Avg Close — Range —
Q3 2024
Shares 58,417 Value ($000) $2,443 Avg Close — Range —
Q2 2024
Shares 63,493 Value ($000) $2,444 Avg Close — Range —
Q1 2024
Shares 89,349 Value ($000) $3,598 Avg Close — Range —