ISHARES TR

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

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 7,176 Value ($000) $1,000 Avg Close Range
Q3 2025
Shares 7,176 Value ($000) $973 Avg Close Range
Q2 2025
Shares 7,606 Value ($000) $964 Avg Close Range
Q1 2025
Shares 7,606 Value ($000) $874 Avg Close Range
Q4 2024
Shares 7,606 Value ($000) $925 Avg Close Range
Q3 2024
Shares 7,871 Value ($000) $947 Avg Close Range
Q2 2024
Shares 19,313 Value ($000) $2,170 Avg Close Range
Q1 2024
Shares 19,357 Value ($000) $2,113 Avg Close Range
Q4 2023
Shares 19,380 Value ($000) $1,948 Avg Close Range
Q3 2023
Shares 19,414 Value ($000) $1,747 Avg Close Range
Q2 2023
Shares 19,464 Value ($000) $1,823 Avg Close Range
Q1 2023
Shares 19,464 Value ($000) $1,708 Avg Close Range
Q4 2022
Shares 19,464 Value ($000) $1,602 Avg Close Range
Q3 2022
Shares 19,441 Value ($000) $1,476 Avg Close Range