ISHARES TR

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

Morton Brown Family Wealth, LLC's Holding History (CIK: 0001909851)

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

Q4 2025
Shares 6,023 Value ($000) $277 Avg Close Range
Q3 2025
Shares 5,458 Value ($000) $246 Avg Close Range
Q2 2025
Shares 5,458 Value ($000) $226 Avg Close Range
Q1 2025
Shares 5,447 Value ($000) $209 Avg Close Range
Q4 2024
Shares 5,432 Value ($000) $228 Avg Close Range
Q3 2024
Shares 6,233 Value ($000) $261 Avg Close Range
Q2 2024
Shares 6,233 Value ($000) $252 Avg Close Range
Q1 2024
Shares 6,248 Value ($000) $252 Avg Close Range
Q4 2023
Shares 6,133 Value ($000) $233 Avg Close Range
Q3 2023
Shares 6,121 Value ($000) $206 Avg Close Range
Q2 2023
Shares 6,121 Value ($000) $217 Avg Close Range
Q1 2023
Shares 6,112 Value ($000) $208 Avg Close Range
Q4 2022
Shares 2,799 Value ($000) $92 Avg Close Range
Q3 2022
Shares 4,468 Value ($000) $137 Avg Close Range
Q2 2022
Shares 4,460 Value ($000) $140 Avg Close Range
Q1 2022
Shares 4,381 Value ($000) $167 Avg Close Range
Q4 2021
Shares 4,381 Value ($000) $177 Avg Close Range