ISHARES TR

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

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

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

Q3 2025
Shares 4,476 Value ($000) $202 Avg Close — Range —
Q4 2024
Shares 11,491 Value ($000) $483 Avg Close — Range —
Q3 2024
Shares 37,104 Value ($000) $1,552 Avg Close — Range —
Q2 2024
Shares 20,758 Value ($000) $799 Avg Close — Range —
Q1 2024
Shares 22,288 Value ($000) $898 Avg Close — Range —
Q4 2023
Shares 24,692 Value ($000) $939 Avg Close — Range —
Q3 2023
Shares 31,786 Value ($000) $1,070 Avg Close — Range —
Q2 2023
Shares 41,531 Value ($000) $1,475 Avg Close — Range —
Q1 2023
Shares 38,298 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 37,155 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 26,321 Value ($000) $807 Avg Close — Range —
Q2 2022
Shares 45,190 Value ($000) $1,423 Avg Close — Range —
Q1 2022
Shares 37,758 Value ($000) $1,436 Avg Close — Range —
Q4 2021
Shares 19,082 Value ($000) $769 Avg Close — Range —
Q3 2021
Shares 11,847 Value ($000) $462 Avg Close — Range —
Q2 2021
Shares 11,413 Value ($000) $461 Avg Close — Range —