ISHARES TR

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

West Financial Advisors, LLC's Holding History (CIK: 0001843684)

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

Q4 2025
Shares 4,622 Value ($000) $644 Avg Close — Range —
Q3 2025
Shares 4,654 Value ($000) $631 Avg Close — Range —
Q2 2025
Shares 5,213 Value ($000) $661 Avg Close — Range —
Q1 2025
Shares 5,213 Value ($000) $599 Avg Close — Range —
Q4 2024
Shares 5,283 Value ($000) $642 Avg Close — Range —
Q3 2024
Shares 5,140 Value ($000) $619 Avg Close — Range —
Q2 2024
Shares 5,544 Value ($000) $623 Avg Close — Range —
Q1 2024
Shares 5,195 Value ($000) $567 Avg Close — Range —
Q4 2023
Shares 5,195 Value ($000) $522 Avg Close — Range —
Q3 2023
Shares 6,238 Value ($000) $561 Avg Close — Range —
Q2 2023
Shares 6,238 Value ($000) $584 Avg Close — Range —
Q1 2023
Shares 6,241 Value ($000) $548 Avg Close — Range —
Q4 2022
Shares 6,463 Value ($000) $532 Avg Close — Range —
Q3 2022
Shares 6,463 Value ($000) $491 Avg Close — Range —
Q2 2022
Shares 6,463 Value ($000) $521 Avg Close — Range —
Q1 2022
Shares 6,437 Value ($000) $623 Avg Close — Range —
Q4 2021
Shares 6,401 Value ($000) $680 Avg Close — Range —
Q3 2021
Shares 6,648 Value ($000) $638 Avg Close — Range —
Q2 2021
Shares 5,679 Value ($000) $543 Avg Close — Range —
Q1 2021
Shares 5,200 Value ($000) $457 Avg Close — Range —
Q4 2020
Shares 5,200 Value ($000) $428 Avg Close — Range —