ISHARES TR

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

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 514,454 Value ($000) $71,687 Avg Close — Range —
Q3 2025
Shares 517,615 Value ($000) $70,214 Avg Close — Range —
Q2 2025
Shares 477,637 Value ($000) $60,541 Avg Close — Range —
Q1 2025
Shares 469,719 Value ($000) $53,957 Avg Close — Range —