ISHARES TR

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

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 15,969 Value ($000) $2,225 Avg Close — Range —
Q3 2025
Shares 14,834 Value ($000) $2,012 Avg Close — Range —
Q2 2025
Shares 13,730 Value ($000) $1,740 Avg Close — Range —
Q1 2025
Shares 11,739 Value ($000) $1,349 Avg Close — Range —
Q4 2024
Shares 11,870 Value ($000) $1,443 Avg Close — Range —
Q3 2024
Shares 11,009 Value ($000) $1,325 Avg Close — Range —
Q2 2024
Shares 11,158 Value ($000) $1,254 Avg Close — Range —
Q1 2024
Shares 8,181 Value ($000) $893 Avg Close — Range —
Q4 2023
Shares 7,984 Value ($000) $802 Avg Close — Range —
Q3 2023
Shares 7,618 Value ($000) $685 Avg Close — Range —
Q2 2023
Shares 6,679 Value ($000) $625 Avg Close — Range —
Q1 2023
Shares 6,313 Value ($000) $554 Avg Close — Range —
Q4 2022
Shares 10,076 Value ($000) $829 Avg Close — Range —
Q3 2022
Shares 7,415 Value ($000) $563 Avg Close — Range —
Q2 2022
Shares 7,167 Value ($000) $578 Avg Close — Range —
Q1 2022
Shares 5,732 Value ($000) $555 Avg Close — Range —
Q4 2021
Shares 5,934 Value ($000) $630 Avg Close — Range —
Q3 2021
Shares 5,043 Value ($000) $484 Avg Close — Range —
Q2 2021
Shares 4,480 Value ($000) $439 Avg Close — Range —
Q1 2021
Shares 3,882 Value ($000) $341 Avg Close — Range —
Q4 2020
Shares 3,338 Value ($000) $275 Avg Close — Range —