ISHARES TR

Ticker: SUSC CUSIP: 46435G193 Class: ESG AWRE USD ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 211,893 Value ($000) $4,955 Avg Close — Range —
Q3 2025
Shares 203,000 Value ($000) $4,783 Avg Close — Range —
Q2 2025
Shares 142,194 Value ($000) $3,303 Avg Close — Range —
Q1 2025
Shares 121,787 Value ($000) $2,808 Avg Close — Range —
Q4 2024
Shares 121,204 Value ($000) $2,754 Avg Close — Range —
Q3 2024
Shares 125,869 Value ($000) $2,994 Avg Close — Range —
Q2 2024
Shares 132,740 Value ($000) $3,016 Avg Close — Range —
Q1 2024
Shares 112,841 Value ($000) $2,594 Avg Close — Range —
Q4 2023
Shares 104,480 Value ($000) $2,431 Avg Close — Range —
Q1 2019
Shares 11,816 Value ($000) $295 Avg Close — Range —