ISHARES TR

Ticker: EVUS CUSIP: 46436E221 Class: ESG AWR MSCI USA

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 51,291 Value ($000) $1,643 Avg Close — Range —
Q3 2025
Shares 30,036 Value ($000) $945 Avg Close — Range —