ISHARES TR

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

Invera Wealth Advisors, LLC's Holding History (CIK: 0001976780)

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

Q4 2025
Shares 84,032 Value ($000) $3,864 Avg Close — Range —
Q3 2025
Shares 85,516 Value ($000) $3,855 Avg Close — Range —
Q2 2025
Shares 86,686 Value ($000) $3,583 Avg Close — Range —
Q1 2025
Shares 88,412 Value ($000) $3,396 Avg Close — Range —
Q4 2024
Shares 90,756 Value ($000) $3,991 Avg Close — Range —
Q3 2024
Shares 92,832 Value ($000) $4,129 Avg Close — Range —
Q2 2024
Shares 90,727 Value ($000) $3,593 Avg Close — Range —
Q1 2024
Shares 89,717 Value ($000) $3,319 Avg Close — Range —
Q4 2023
Shares 89,186 Value ($000) $3,390 Avg Close — Range —