ISHARES TR

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

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025
Shares 15,588 Value ($000) $717 Avg Close — Range —
Q3 2025
Shares 15,631 Value ($000) $705 Avg Close — Range —
Q2 2025
Shares 15,287 Value ($000) $632 Avg Close — Range —
Q1 2025
Shares 17,431 Value ($000) $670 Avg Close — Range —
Q4 2024
Shares 17,513 Value ($000) $736 Avg Close — Range —
Q3 2024
Shares 17,358 Value ($000) $726 Avg Close — Range —
Q2 2024
Shares 17,065 Value ($000) $657 Avg Close — Range —
Q1 2024
Shares 10,279 Value ($000) $414 Avg Close — Range —
Q4 2023
Shares 10,009 Value ($000) $380 Avg Close — Range —
Q3 2023
Shares 10,159 Value ($000) $342 Avg Close — Range —
Q2 2023
Shares 10,159 Value ($000) $361 Avg Close — Range —
Q1 2023
Shares 10,159 Value ($000) $345 Avg Close — Range —
Q4 2022
Shares 10,159 Value ($000) $334 Avg Close — Range —
Q3 2022
Shares 10,159 Value ($000) $312 Avg Close — Range —
Q2 2022
Shares 9,160 Value ($000) $289 Avg Close — Range —
Q1 2022
Shares 9,160 Value ($000) $348 Avg Close — Range —
Q4 2021
Shares 9,160 Value ($000) $369 Avg Close — Range —
Q3 2021
Shares 9,160 Value ($000) $357 Avg Close — Range —
Q2 2021
Shares 9,160 Value ($000) $370 Avg Close — Range —
Q1 2021
Shares 7,390 Value ($000) $285 Avg Close — Range —