ISHARES TR

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

Omega Financial Group, LLC's Holding History (CIK: 0001767982)

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

Q4 2025
Shares 55,828 Value ($000) $2,567 Avg Close — Range —
Q3 2025
Shares 57,490 Value ($000) $2,592 Avg Close — Range —
Q2 2025
Shares 59,689 Value ($000) $2,467 Avg Close — Range —
Q1 2025
Shares 59,468 Value ($000) $2,284 Avg Close — Range —
Q4 2024
Shares 54,531 Value ($000) $2,293 Avg Close — Range —
Q3 2024
Shares 54,079 Value ($000) $2,262 Avg Close — Range —
Q2 2024
Shares 55,542 Value ($000) $2,138 Avg Close — Range —
Q1 2024
Shares 53,966 Value ($000) $2,173 Avg Close — Range —
Q4 2023
Shares 48,048 Value ($000) $1,826 Avg Close — Range —
Q3 2023
Shares 49,052 Value ($000) $1,651 Avg Close — Range —
Q2 2023
Shares 54,804 Value ($000) $1,947 Avg Close — Range —
Q1 2023
Shares 54,550 Value ($000) $1,854 Avg Close — Range —
Q4 2022
Shares 51,680 Value ($000) $1,699 Avg Close — Range —
Q3 2022
Shares 24,627 Value ($000) $755 Avg Close — Range —
Q2 2022
Shares 19,140 Value ($000) $603 Avg Close — Range —
Q1 2022
Shares 9,808 Value ($000) $373 Avg Close — Range —
Q4 2021
Shares 8,052 Value ($000) $325 Avg Close — Range —
Q3 2021
Shares 5,320 Value ($000) $208 Avg Close — Range —