ISHARES TR

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

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 525,690 Value ($000) $30,269 Avg Close — Range —
Q3 2025
Shares 525,332 Value ($000) $30,107 Avg Close — Range —
Q2 2025
Shares 770,227 Value ($000) $41,538 Avg Close — Range —
Q1 2025
Shares 1,188,627 Value ($000) $55,473 Avg Close — Range —
Q4 2024
Shares 1,507,637 Value ($000) $74,960 Avg Close — Range —
Q3 2024
Shares 1,359,117 Value ($000) $66,705 Avg Close — Range —
Q2 2024
Shares 1,349,721 Value ($000) $62,870 Avg Close — Range —
Q1 2024
Shares 1,352,004 Value ($000) $61,043 Avg Close — Range —
Q4 2023
Shares 1,414,921 Value ($000) $56,342 Avg Close — Range —
Q3 2023
Shares 1,430,610 Value ($000) $49,585 Avg Close — Range —