ISHARES TR

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

SOA Wealth Advisors, LLC.'s Holding History (CIK: 0001849444)

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

Q4 2025
Shares 10,079 Value ($000) $1,404 Avg Close — Range —
Q3 2025
Shares 10,079 Value ($000) $1,367 Avg Close — Range —
Q2 2025
Shares 10,097 Value ($000) $1,280 Avg Close — Range —
Q1 2025
Shares 13,085 Value ($000) $1,503 Avg Close — Range —
Q4 2024
Shares 51,554 Value ($000) $6,268 Avg Close — Range —
Q3 2024
Shares 60,248 Value ($000) $7,252 Avg Close — Range —
Q2 2024
Shares 64,467 Value ($000) $7,244 Avg Close — Range —
Q1 2024
Shares 73,767 Value ($000) $8,053 Avg Close — Range —
Q4 2023
Shares 75,772 Value ($000) $7,616 Avg Close — Range —
Q3 2023
Shares 76,644 Value ($000) $6,896 Avg Close — Range —
Q2 2023
Shares 75,312 Value ($000) $7,052 Avg Close — Range —
Q1 2023
Shares 80,616 Value ($000) $7,076 Avg Close — Range —
Q4 2022
Shares 81,062 Value ($000) $6,673 Avg Close — Range —
Q3 2022
Shares 53,973 Value ($000) $4,097 Avg Close — Range —
Q2 2022
Shares 49,287 Value ($000) $3,977 Avg Close — Range —
Q1 2022
Shares 34,723 Value ($000) $3,362 Avg Close — Range —
Q4 2021
Shares 35,125 Value ($000) $3,737 Avg Close — Range —
Q3 2021
Shares 24,162 Value ($000) $2,318 Avg Close — Range —
Q2 2021
Shares 19,975 Value ($000) $1,908 Avg Close — Range —
Q1 2021
Shares 5,837 Value ($000) $512 Avg Close — Range —
Q4 2020
Shares 225 Value ($000) $19 Avg Close — Range —