ISHARES TR

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

Litman Gregory Wealth Management LLC's Holding History (CIK: 0001551867)

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

Q4 2025
Shares 14,656 Value ($000) $2,042 Avg Close — Range —
Q3 2025
Shares 14,731 Value ($000) $1,998 Avg Close — Range —
Q2 2025
Shares 14,751 Value ($000) $1,870 Avg Close — Range —
Q1 2025
Shares 14,751 Value ($000) $1,694 Avg Close — Range —
Q4 2024
Shares 15,065 Value ($000) $1,832 Avg Close — Range —
Q3 2024
Shares 15,165 Value ($000) $1,825 Avg Close — Range —
Q2 2024
Shares 15,165 Value ($000) $1,704 Avg Close — Range —
Q1 2024
Shares 15,165 Value ($000) $1,656 Avg Close — Range —
Q4 2023
Shares 15,165 Value ($000) $1,524 Avg Close — Range —
Q3 2023
Shares 15,251 Value ($000) $1,372 Avg Close — Range —
Q2 2023
Shares 15,251 Value ($000) $1,428 Avg Close — Range —
Q4 2022
Shares 15,321 Value ($000) $1,261 Avg Close — Range —
Q3 2022
Shares 15,421 Value ($000) $1,171 Avg Close — Range —
Q2 2022
Shares 15,421 Value ($000) $1,244 Avg Close — Range —
Q1 2022
Shares 15,421 Value ($000) $1,493 Avg Close — Range —
Q4 2021
Shares 17,345 Value ($000) $1,843 Avg Close — Range —
Q3 2021
Shares 17,442 Value ($000) $1,674 Avg Close — Range —
Q2 2021
Shares 1,573 Value ($000) $1,573 Avg Close — Range —
Q1 2021
Shares 16,469 Value ($000) $1,446 Avg Close — Range —
Q4 2020
Shares 16,469 Value ($000) $1,356 Avg Close — Range —
Q3 2020
Shares 8,314 Value ($000) $1,223 Avg Close — Range —
Q2 2020
Shares 8,324 Value ($000) $1,114 Avg Close — Range —
Q1 2020
Shares 8,369 Value ($000) $919 Avg Close — Range —
Q4 2019
Shares 7,061 Value ($000) $946 Avg Close — Range —
Q3 2019
Shares 4,436 Value ($000) $548 Avg Close — Range —
Q2 2019
Shares 4,547 Value ($000) $554 Avg Close — Range —
Q1 2019
Shares 4,481 Value ($000) $530 Avg Close — Range —
Q4 2018
Shares 4,430 Value ($000) $457 Avg Close — Range —
Q3 2018
Shares 3,849 Value ($000) $459 Avg Close — Range —
Q2 2018
Shares 3,849 Value ($000) $434 Avg Close — Range —
Q1 2018
Shares 3,849 Value ($000) $427 Avg Close — Range —
Q4 2017
Shares 2,938 Value ($000) $326 Avg Close — Range —
Q3 2017
Shares 2,938 Value ($000) $307 Avg Close — Range —
Q2 2017
Shares 2,938 Value ($000) $300 Avg Close — Range —
Q1 2017
Shares 5,999 Value ($000) $589 Avg Close — Range —
Q4 2016
Shares 5,999 Value ($000) $552 Avg Close — Range —
Q3 2016
Shares 6,196 Value ($000) $564 Avg Close — Range —
Q2 2016
Shares 6,973 Value ($000) $603 Avg Close — Range —
Q1 2016
Shares 7,174 Value ($000) $611 Avg Close — Range —
Q4 2015
Shares 3,525 Value ($000) $294 Avg Close — Range —