ISHARES TR

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

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q2 2025
Shares 540 Value ($000) $68 Avg Close — Range —
Q1 2024
Shares 700 Value ($000) $76 Avg Close — Range —
Q3 2023
Shares 700 Value ($000) $63 Avg Close — Range —
Q2 2023
Shares 700 Value ($000) $66 Avg Close — Range —
Q1 2023
Shares 700 Value ($000) $61 Avg Close — Range —
Q4 2022
Shares 700 Value ($000) $58 Avg Close — Range —
Q2 2022
Shares 700 Value ($000) $56 Avg Close — Range —
Q1 2022
Shares 700 Value ($000) $68 Avg Close — Range —
Q4 2021
Shares 700 Value ($000) $74 Avg Close — Range —
Q3 2021
Shares 700 Value ($000) $67 Avg Close — Range —
Q2 2021
Shares 700 Value ($000) $67 Avg Close — Range —
Q1 2021
Shares 860 Value ($000) $76 Avg Close — Range —
Q4 2020
Shares 860 Value ($000) $71 Avg Close — Range —