ISHARES TR

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

Opal Wealth Advisors, LLC's Holding History (CIK: 0001844201)

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

Q2 2025
Shares 915 Value ($000) $116 Avg Close — Range —
Q1 2025
Shares 908 Value ($000) $104 Avg Close — Range —
Q4 2024
Shares 2,474 Value ($000) $301 Avg Close — Range —
Q3 2024
Shares 2,777 Value ($000) $334 Avg Close — Range —
Q2 2024
Shares 3,039 Value ($000) $342 Avg Close — Range —
Q1 2024
Shares 2,994 Value ($000) $327 Avg Close — Range —
Q4 2023
Shares 2,920 Value ($000) $293 Avg Close — Range —
Q3 2023
Shares 2,964 Value ($000) $267 Avg Close — Range —
Q2 2023
Shares 3,431 Value ($000) $321 Avg Close — Range —
Q1 2023
Shares 3,401 Value ($000) $298 Avg Close — Range —
Q4 2022
Shares 3,536 Value ($000) $291 Avg Close — Range —
Q3 2022
Shares 3,529 Value ($000) $268 Avg Close — Range —
Q2 2022
Shares 6,234 Value ($000) $503 Avg Close — Range —
Q1 2022
Shares 6,343 Value ($000) $614 Avg Close — Range —
Q4 2021
Shares 7,230 Value ($000) $768 Avg Close — Range —
Q3 2021
Shares 6,446 Value ($000) $618 Avg Close — Range —
Q2 2021
Shares 6,030 Value ($000) $576 Avg Close — Range —
Q1 2021
Shares 6,235 Value ($000) $548 Avg Close — Range —
Q4 2020
Shares 5,962 Value ($000) $491 Avg Close — Range —