News + Filings Holdings
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Robertson Stephens Wealth Management, LLC
> EFG
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | EFG | 302,523 | 263,789 | 28,863,728,000 | 25,235,144,000 | $95,410.03 |
| 03/31/2023 | iSHARES TRUST | EFG | 38,734 | 12,915 | 3,628,584,000 | 1,465,910,000 | $93,679.56 |
| 12/31/2022 | iSHARES TRUST | EFG | 25,819 | -953 | 2,162,674,000 | 2,160,732,000 | $83,762.89 |
| 09/30/2022 | iSHARES TRUST | EFG | 26,772 | -10,937 | 1,942,000 | -1,093,000 | $72.54 |
| 06/30/2022 | iSHARES TRUST | EFG | 37,709 | -11,071 | 3,035,000 | -1,661,000 | $80.48 |
| 03/31/2022 | iSHARES TRUST | EFG | 48,780 | -7,822 | 4,696,000 | -1,330,000 | $96.27 |
| 09/30/2021 | iSHARES TRUST | EFG | 56,602 | 8,743 | 6,026,000 | 892,000 | $106.46 |
| 06/30/2021 | iSHARES TRUST | EFG | 47,859 | 3,489 | 5,134,000 | 677,000 | $107.27 |
| 03/31/2021 | iSHARES TRUST | EFG | 44,370 | 4,025 | 4,457,000 | 386,000 | $100.45 |
| 12/31/2020 | iSHARES TRUST | EFG | 40,345 | -148 | 4,071,000 | 432,000 | $100.90 |
| 09/30/2020 | iSHARES TRUST | EFG | 40,493 | -80 | 3,639,000 | 267,000 | $89.87 |
| 06/30/2020 | iSHARES TRUST | EFG | 40,573 | 13,295 | 3,372,000 | 1,432,000 | $83.11 |
| 03/31/2020 | iSHARES TRUST | EFG | 27,278 | -574 | 1,940,000 | -302,000 | $71.12 |
| 09/30/2019 | iSHARES TRUST | EFG | 27,852 | 0 | 2,242,000 | -8,000 | $80.50 |
| 06/30/2019 | iSHARES TRUST | EFG | 27,852 | -2,303 | 2,250,000 | -86,000 | $80.78 |
| 03/31/2019 | iSHARES TRUST | EFG | 30,155 | -226 | 2,336,000 | 238,000 | $77.47 |
| 12/31/2018 | iSHARES TRUST | EFG | 30,381 | 30,381 | 2,098,000 | 2,098,000 | $69.06 |
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