ISHARES TR

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

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

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

Q4 2025
Shares 29,897 Value ($000) $4,166 Avg Close — Range —
Q3 2025
Shares 30,398 Value ($000) $4,124 Avg Close — Range —
Q2 2025
Shares 30,270 Value ($000) $3,928 Avg Close — Range —
Q1 2025
Shares 30,860 Value ($000) $3,545 Avg Close — Range —
Q4 2024
Shares 45,653 Value ($000) $5,551 Avg Close — Range —
Q3 2024
Shares 46,079 Value ($000) $5,547 Avg Close — Range —
Q2 2024
Shares 48,238 Value ($000) $5,421 Avg Close — Range —
Q4 2023
Shares 60,633 Value ($000) $6,245 Avg Close — Range —
Q3 2023
Shares 55,197 Value ($000) $4,966 Avg Close — Range —
Q2 2023
Shares 57,728 Value ($000) $5,406 Avg Close — Range —
Q1 2023
Shares 59,570 Value ($000) $5,228 Avg Close — Range —
Q4 2022
Shares 60,591 Value ($000) $4,988 Avg Close — Range —