ISHARES TR

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's Holding History (CIK: 0001632972)

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

Q4 2025
Shares 93,161 Value ($000) $13,200 Avg Close — Range —
Q3 2025
Shares 95,135 Value ($000) $12,956 Avg Close — Range —
Q2 2025
Shares 94,364 Value ($000) $12,086 Avg Close — Range —
Q1 2025
Shares 95,692 Value ($000) $10,992 Avg Close — Range —
Q4 2024
Shares 101,212 Value ($000) $12,306 Avg Close — Range —
Q3 2024
Shares 84,038 Value ($000) $10,116 Avg Close — Range —
Q2 2024
Shares 79,329 Value ($000) $8,914 Avg Close — Range —
Q1 2024
Shares 77,043 Value ($000) $8,411 Avg Close — Range —
Q4 2023
Shares 78,429 Value ($000) $7,883 Avg Close — Range —
Q3 2023
Shares 58,953 Value ($000) $5,304 Avg Close — Range —
Q2 2023
Shares 16,344 Value ($000) $1,530 Avg Close — Range —
Q1 2023
Shares 15,891 Value ($000) $1,395 Avg Close — Range —
Q4 2022
Shares 10,925 Value ($000) $942 Avg Close — Range —
Q3 2022
Shares 9,623 Value ($000) $741 Avg Close — Range —
Q2 2022
Shares 6,674 Value ($000) $555 Avg Close — Range —
Q1 2022
Shares 2,234 Value ($000) $219 Avg Close — Range —