ISHARES TR

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

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 49,289 Value ($000) $2,266 Avg Close — Range —
Q3 2025
Shares 48,819 Value ($000) $2,201 Avg Close — Range —
Q2 2025
Shares 41,912 Value ($000) $1,732 Avg Close — Range —
Q1 2025
Shares 40,604 Value ($000) $1,560 Avg Close — Range —
Q4 2024
Shares 39,581 Value ($000) $1,664 Avg Close — Range —
Q3 2024
Shares 39,530 Value ($000) $1,653 Avg Close — Range —
Q2 2024
Shares 39,245 Value ($000) $1,511 Avg Close — Range —
Q1 2024
Shares 37,797 Value ($000) $1,522 Avg Close — Range —
Q4 2023
Shares 36,281 Value ($000) $1,379 Avg Close — Range —
Q3 2023
Shares 35,351 Value ($000) $1,190 Avg Close — Range —
Q2 2023
Shares 34,238 Value ($000) $1,216 Avg Close — Range —
Q1 2023
Shares 34,000 Value ($000) $1,156 Avg Close — Range —
Q4 2022
Shares 32,242 Value ($000) $1,060 Avg Close — Range —
Q3 2022
Shares 32,394 Value ($000) $994 Avg Close — Range —
Q2 2022
Shares 30,442 Value ($000) $959 Avg Close — Range —
Q1 2022
Shares 27,624 Value ($000) $1,051 Avg Close — Range —
Q4 2021
Shares 24,117 Value ($000) $972 Avg Close — Range —
Q3 2021
Shares 15,474 Value ($000) $604 Avg Close — Range —
Q2 2021
Shares 15,181 Value ($000) $598 Avg Close — Range —
Q1 2021
Shares 11,596 Value ($000) $447 Avg Close — Range —
Q4 2020
Shares 11,205 Value ($000) $382 Avg Close — Range —