ISHARES TR

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

One Wealth Advisors, LLC's Holding History (CIK: 0001725297)

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

Q4 2025
Shares 16,263 Value ($000) $2,266 Avg Close — Range —
Q3 2025
Shares 17,057 Value ($000) $2,314 Avg Close — Range —
Q2 2025
Shares 17,086 Value ($000) $2,166 Avg Close — Range —
Q1 2025
Shares 17,379 Value ($000) $1,996 Avg Close — Range —
Q4 2024
Shares 17,373 Value ($000) $2,112 Avg Close — Range —
Q3 2024
Shares 17,396 Value ($000) $2,094 Avg Close — Range —
Q2 2024
Shares 17,811 Value ($000) $1,987 Avg Close — Range —
Q1 2024
Shares 17,668 Value ($000) $1,929 Avg Close — Range —
Q4 2023
Shares 17,735 Value ($000) $1,783 Avg Close — Range —
Q3 2023
Shares 18,372 Value ($000) $1,653 Avg Close — Range —
Q2 2023
Shares 17,483 Value ($000) $1,637 Avg Close — Range —
Q1 2023
Shares 17,589 Value ($000) $1,544 Avg Close — Range —
Q4 2022
Shares 17,953 Value ($000) $1,478 Avg Close — Range —
Q3 2022
Shares 18,327 Value ($000) $1,391 Avg Close — Range —
Q2 2022
Shares 17,206 Value ($000) $1,388 Avg Close — Range —