ISHARES TR

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

Dakota Wealth Management's Holding History (CIK: 0001631353)

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

Q4 2025
Shares 2,512 Value ($000) $350 Avg Close — Range —
Q3 2025
Shares 2,507 Value ($000) $340 Avg Close — Range —
Q2 2025
Shares 2,503 Value ($000) $317 Avg Close — Range —
Q1 2025
Shares 2,499 Value ($000) $287 Avg Close — Range —
Q4 2024
Shares 2,494 Value ($000) $303 Avg Close — Range —
Q3 2024
Shares 2,489 Value ($000) $300 Avg Close — Range —
Q2 2024
Shares 2,482 Value ($000) $279 Avg Close — Range —
Q1 2024
Shares 2,478 Value ($000) $271 Avg Close — Range —
Q4 2023
Shares 2,473 Value ($000) $249 Avg Close — Range —
Q3 2023
Shares 2,458 Value ($000) $221 Avg Close — Range —
Q2 2023
Shares 2,458 Value ($000) $230 Avg Close — Range —
Q1 2017
Shares 2,459 Value ($000) $242 Avg Close — Range —
Q4 2016
Shares 2,459 Value ($000) $226 Avg Close — Range —
Q3 2016
Shares 2,459 Value ($000) $224 Avg Close — Range —
Q2 2016
Shares 2,459 Value ($000) $213 Avg Close — Range —
Q1 2016
Shares 2,459 Value ($000) $209 Avg Close — Range —
Q4 2015
Shares 2,459 Value ($000) $205 Avg Close — Range —
Q2 2015
Shares 2,459 Value ($000) $209 Avg Close — Range —
Q1 2015
Shares 2,459 Value ($000) $211 Avg Close — Range —
Q4 2014
Shares 2,459 Value ($000) $212 Avg Close — Range —