ISHARES TR

Ticker: USXF CUSIP: 46436E767 Class: ESG MSCI USA ETF

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 49,706 Value ($000) $2,862 Avg Close — Range —
Q3 2025
Shares 45,569 Value ($000) $2,612 Avg Close — Range —
Q2 2025
Shares 53,161 Value ($000) $2,867 Avg Close — Range —
Q1 2025
Shares 46,501 Value ($000) $2,170 Avg Close — Range —
Q4 2024
Shares 18,329 Value ($000) $911 Avg Close — Range —
Q3 2024
Shares 954 Value ($000) $47 Avg Close — Range —