ISHARES TR

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

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

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

Q4 2025
Shares 32,281 Value ($000) $1,484 Avg Close — Range —
Q3 2025
Shares 33,105 Value ($000) $1,492 Avg Close — Range —
Q2 2025
Shares 33,347 Value ($000) $1,378 Avg Close — Range —
Q1 2025
Shares 31,422 Value ($000) $1,207 Avg Close — Range —
Q4 2024
Shares 25,640 Value ($000) $1,078 Avg Close — Range —
Q3 2024
Shares 25,873 Value ($000) $1,082 Avg Close — Range —
Q2 2024
Shares 23,802 Value ($000) $916 Avg Close — Range —
Q1 2024
Shares 23,767 Value ($000) $957 Avg Close — Range —
Q4 2023
Shares 22,848 Value ($000) $868 Avg Close — Range —
Q3 2023
Shares 22,879 Value ($000) $770 Avg Close — Range —
Q2 2023
Shares 21,584 Value ($000) $767 Avg Close — Range —
Q1 2023
Shares 21,133 Value ($000) $718 Avg Close — Range —
Q4 2022
Shares 15,790 Value ($000) $519 Avg Close — Range —
Q3 2022
Shares 15,565 Value ($000) $537 Avg Close — Range —
Q2 2022
Shares 14,096 Value ($000) $444 Avg Close — Range —
Q1 2022
Shares 13,412 Value ($000) $510 Avg Close — Range —
Q4 2021
Shares 12,627 Value ($000) $509 Avg Close — Range —