ISHARES TR

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

CWS Financial Advisors, LLC's Holding History (CIK: 0001802459)

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

Q4 2025
Shares 4,461 Value ($000) $622 Avg Close Range
Q3 2025
Shares 4,454 Value ($000) $604 Avg Close Range
Q2 2025
Shares 4,410 Value ($000) $559 Avg Close Range
Q1 2025
Shares 4,403 Value ($000) $506 Avg Close Range
Q4 2024
Shares 4,396 Value ($000) $534 Avg Close Range
Q3 2024
Shares 4,932 Value ($000) $594 Avg Close Range
Q2 2024
Shares 4,989 Value ($000) $561 Avg Close Range
Q1 2024
Shares 4,984 Value ($000) $544 Avg Close Range
Q4 2023
Shares 4,975 Value ($000) $500 Avg Close Range
Q3 2023
Shares 5,131 Value ($000) $462 Avg Close Range
Q2 2023
Shares 5,135 Value ($000) $481 Avg Close Range
Q1 2023
Shares 5,056 Value ($000) $444 Avg Close Range
Q4 2022
Shares 4,893 Value ($000) $430 Avg Close Range
Q3 2022
Shares 4,835 Value ($000) $367 Avg Close Range
Q2 2022
Shares 4,835 Value ($000) $390 Avg Close Range
Q1 2022
Shares 4,826 Value ($000) $467 Avg Close Range
Q4 2021
Shares 4,816 Value ($000) $512 Avg Close Range
Q2 2021
Shares 4,867 Value ($000) $465 Avg Close Range
Q1 2021
Shares 4,893 Value ($000) $430 Avg Close Range
Q4 2020
Shares 4,893 Value ($000) $403 Avg Close Range
Q3 2020
Shares 2,536 Value ($000) $373 Avg Close Range
Q2 2020
Shares 2,638 Value ($000) $353 Avg Close Range
Q1 2020
Shares 1,922 Value ($000) $258 Avg Close Range
Q4 2019
Shares 1,922 Value ($000) $258 Avg Close Range