ISHARES TR

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

RKL Wealth Management LLC's Holding History (CIK: 0001604723)

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

Q4 2025
Shares 21,642 Value ($000) $1,246 Avg Close — Range —
Q3 2025
Shares 21,575 Value ($000) $1,236 Avg Close — Range —
Q2 2025
Shares 21,527 Value ($000) $1,161 Avg Close — Range —
Q1 2025
Shares 21,474 Value ($000) $1,002 Avg Close — Range —
Q4 2024
Shares 26,788 Value ($000) $1,332 Avg Close — Range —
Q3 2024
Shares 26,697 Value ($000) $1,310 Avg Close — Range —
Q2 2024
Shares 26,624 Value ($000) $1,240 Avg Close — Range —
Q1 2024
Shares 26,573 Value ($000) $1,200 Avg Close — Range —
Q4 2023
Shares 28,664 Value ($000) $1,141 Avg Close — Range —
Q3 2023
Shares 25,475 Value ($000) $883 Avg Close — Range —
Q2 2023
Shares 22,374 Value ($000) $804 Avg Close — Range —
Q1 2023
Shares 21,056 Value ($000) $696 Avg Close — Range —
Q4 2022
Shares 20,990 Value ($000) $644 Avg Close — Range —
Q3 2022
Shares 19,244 Value ($000) $539 Avg Close — Range —
Q2 2022
Shares 11,818 Value ($000) $353 Avg Close — Range —
Q1 2022
Shares 8,599 Value ($000) $307 Avg Close — Range —