ISHARES TR

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

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 45,330 Value ($000) $1,060 Avg Close — Range —
Q3 2025
Shares 43,576 Value ($000) $1,027 Avg Close — Range —
Q2 2025
Shares 37,882 Value ($000) $880 Avg Close — Range —
Q1 2025
Shares 33,851 Value ($000) $781 Avg Close — Range —
Q4 2024
Shares 34,282 Value ($000) $779 Avg Close — Range —
Q3 2024
Shares 32,719 Value ($000) $778 Avg Close — Range —
Q2 2024
Shares 32,528 Value ($000) $754 Avg Close — Range —