ISHARES TR

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

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 3,177 Value ($000) $443 Avg Close — Range —
Q3 2025
Shares 2,811 Value ($000) $381 Avg Close — Range —
Q2 2025
Shares 2,827 Value ($000) $358 Avg Close — Range —
Q1 2025
Shares 3,142 Value ($000) $361 Avg Close — Range —
Q4 2024
Shares 3,453 Value ($000) $420 Avg Close — Range —
Q3 2024
Shares 3,587 Value ($000) $432 Avg Close — Range —
Q2 2024
Shares 3,587 Value ($000) $403 Avg Close — Range —
Q1 2024
Shares 3,804 Value ($000) $415 Avg Close — Range —
Q4 2023
Shares 3,714 Value ($000) $373 Avg Close — Range —
Q3 2023
Shares 4,307 Value ($000) $388 Avg Close — Range —