ISHARES TR

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

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025
Shares 145 Value ($000) $20 Avg Close Range
Q3 2025
Shares 144 Value ($000) $20 Avg Close Range
Q2 2025
Shares 144 Value ($000) $18 Avg Close Range
Q1 2025
Shares 143 Value ($000) $16 Avg Close Range
Q4 2024
Shares 143 Value ($000) $17 Avg Close Range
Q3 2024
Shares 143 Value ($000) $17 Avg Close Range
Q2 2024
Shares 142 Value ($000) $16 Avg Close Range
Q1 2024
Shares 142 Value ($000) $15 Avg Close Range
Q4 2023
Shares 141 Value ($000) $14 Avg Close Range
Q3 2023
Shares 140 Value ($000) $13 Avg Close Range
Q2 2023
Shares 140 Value ($000) $13 Avg Close Range
Q1 2023
Shares 140 Value ($000) $12 Avg Close Range
Q4 2022
Shares 139 Value ($000) $11 Avg Close Range
Q3 2022
Shares 139 Value ($000) $11 Avg Close Range
Q2 2022
Shares 138 Value ($000) $11 Avg Close Range
Q1 2022
Shares 138 Value ($000) $13 Avg Close Range
Q4 2021
Shares 137 Value ($000) $15 Avg Close Range
Q3 2021
Shares 137 Value ($000) $13 Avg Close Range
Q2 2021
Shares 136 Value ($000) $13 Avg Close Range
Q1 2021
Shares 6,253 Value ($000) $0 Avg Close Range