ISHARES TR

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

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 18,496 Value ($000) $433 Avg Close — Range —
Q3 2025
Shares 11,376 Value ($000) $268 Avg Close — Range —
Q2 2025
Shares 11,288 Value ($000) $262 Avg Close — Range —
Q1 2025
Shares 9,265 Value ($000) $214 Avg Close — Range —
Q4 2024
Shares 11,016 Value ($000) $250 Avg Close — Range —
Q3 2024
Shares 14,076 Value ($000) $335 Avg Close — Range —
Q2 2024
Shares 15,709 Value ($000) $357 Avg Close — Range —
Q1 2024
Shares 15,711 Value ($000) $361 Avg Close — Range —
Q4 2023
Shares 44,249 Value ($000) $1,018 Avg Close — Range —
Q3 2023
Shares 40,298 Value ($000) $877 Avg Close — Range —
Q2 2023
Shares 46,330 Value ($000) $1,054 Avg Close — Range —
Q1 2023
Shares 42,141 Value ($000) $970 Avg Close — Range —
Q4 2022
Shares 32,675 Value ($000) $729 Avg Close — Range —
Q3 2022
Shares 31,664 Value ($000) $690 Avg Close — Range —
Q2 2022
Shares 25,653 Value ($000) $594 Avg Close — Range —
Q1 2022
Shares 19,852 Value ($000) $499 Avg Close — Range —