ISHARES TR

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

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

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

Q4 2025
Shares 13,512 Value ($000) $1,883 Avg Close — Range —
Q3 2025
Shares 13,512 Value ($000) $1,833 Avg Close — Range —
Q2 2025
Shares 13,512 Value ($000) $1,713 Avg Close — Range —
Q1 2025
Shares 13,512 Value ($000) $1,552 Avg Close — Range —
Q4 2024
Shares 13,512 Value ($000) $1,643 Avg Close — Range —
Q3 2024
Shares 13,512 Value ($000) $1,626 Avg Close — Range —
Q2 2024
Shares 13,512 Value ($000) $1,518 Avg Close — Range —
Q1 2024
Shares 13,512 Value ($000) $1,475 Avg Close — Range —
Q4 2023
Shares 13,512 Value ($000) $1,358 Avg Close — Range —
Q3 2023
Shares 13,512 Value ($000) $1,216 Avg Close — Range —
Q2 2023
Shares 13,512 Value ($000) $1,265 Avg Close — Range —
Q1 2023
Shares 13,512 Value ($000) $1,186 Avg Close — Range —
Q4 2022
Shares 13,512 Value ($000) $1,112 Avg Close — Range —
Q3 2022
Shares 13,412 Value ($000) $1,018 Avg Close — Range —
Q2 2022
Shares 13,762 Value ($000) $1,110 Avg Close — Range —
Q1 2022
Shares 13,762 Value ($000) $1,333 Avg Close — Range —
Q4 2021
Shares 13,762 Value ($000) $1,462 Avg Close — Range —
Q3 2021
Shares 13,762 Value ($000) $1,320 Avg Close — Range —
Q2 2021
Shares 20,712 Value ($000) $1,979 Avg Close — Range —
Q1 2021
Shares 20,712 Value ($000) $1,819 Avg Close — Range —
Q4 2020
Shares 20,712 Value ($000) $1,705 Avg Close — Range —
Q3 2020
Shares 10,356 Value ($000) $1,523 Avg Close — Range —
Q2 2020
Shares 10,356 Value ($000) $1,385 Avg Close — Range —
Q1 2020
Shares 10,356 Value ($000) $1,137 Avg Close — Range —
Q4 2019
Shares 10,356 Value ($000) $1,388 Avg Close — Range —
Q3 2019
Shares 10,356 Value ($000) $1,280 Avg Close — Range —
Q2 2019
Shares 10,356 Value ($000) $1,262 Avg Close — Range —
Q1 2019
Shares 10,106 Value ($000) $1,195 Avg Close — Range —
Q4 2018
Shares 9,152 Value ($000) $944 Avg Close — Range —
Q3 2018
Shares 9,152 Value ($000) $1,092 Avg Close — Range —
Q2 2018
Shares 9,152 Value ($000) $1,032 Avg Close — Range —
Q1 2018
Shares 9,152 Value ($000) $1,015 Avg Close — Range —
Q4 2017
Shares 9,152 Value ($000) $1,017 Avg Close — Range —
Q3 2017
Shares 9,152 Value ($000) $956 Avg Close — Range —
Q2 2017
Shares 9,152 Value ($000) $936 Avg Close — Range —
Q1 2017
Shares 9,152 Value ($000) $899 Avg Close — Range —
Q4 2016
Shares 9,152 Value ($000) $842 Avg Close — Range —
Q3 2016
Shares 9,152 Value ($000) $832 Avg Close — Range —
Q2 2016
Shares 9,152 Value ($000) $791 Avg Close — Range —
Q1 2016
Shares 9,152 Value ($000) $779 Avg Close — Range —
Q4 2015
Shares 9,252 Value ($000) $771 Avg Close — Range —
Q3 2015
Shares 8,527 Value ($000) $672 Avg Close — Range —
Q2 2015
Shares 8,008 Value ($000) $682 Avg Close — Range —
Q1 2015
Shares 7,190 Value ($000) $618 Avg Close — Range —
Q4 2014
Shares 5,575 Value ($000) $480 Avg Close — Range —
Q3 2014
Shares 7,075 Value ($000) $582 Avg Close — Range —
Q2 2014
Shares 7,194 Value ($000) $591 Avg Close — Range —
Q1 2014
Shares 7,514 Value ($000) $587 Avg Close — Range —
Q4 2013
Shares 10,685 Value ($000) $820 Avg Close — Range —
Q3 2013
Shares 10,020 Value ($000) $709 Avg Close — Range —
Q2 2013
Shares 9,445 Value ($000) $639 Avg Close — Range —