ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

BAR HARBOR WEALTH MANAGEMENT's Holding History (CIK: 0001035463)

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

Q4 2025
Shares 2,361 Value ($000) $329 Avg Close — Range —
Q3 2025
Shares 2,342 Value ($000) $318 Avg Close — Range —
Q2 2025
Shares 2,402 Value ($000) $304 Avg Close — Range —
Q1 2025
Shares 2,702 Value ($000) $310 Avg Close — Range —
Q4 2024
Shares 2,777 Value ($000) $338 Avg Close — Range —
Q3 2024
Shares 2,683 Value ($000) $323 Avg Close — Range —
Q2 2024
Shares 2,683 Value ($000) $301 Avg Close — Range —
Q1 2024
Shares 1,883 Value ($000) $206 Avg Close — Range —
Q4 2023
Shares 2,073 Value ($000) $208 Avg Close — Range —