ISHARES TR

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

Morton Brown Family Wealth, LLC's Holding History (CIK: 0001909851)

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

Q4 2025
Shares 7,571 Value ($000) $177 Avg Close — Range —
Q3 2025
Shares 7,120 Value ($000) $168 Avg Close — Range —
Q2 2025
Shares 7,101 Value ($000) $165 Avg Close — Range —
Q1 2025
Shares 6,947 Value ($000) $160 Avg Close — Range —
Q4 2024
Shares 6,796 Value ($000) $154 Avg Close — Range —
Q3 2024
Shares 4,497 Value ($000) $107 Avg Close — Range —
Q2 2024
Shares 4,177 Value ($000) $96 Avg Close — Range —
Q1 2024
Shares 4,293 Value ($000) $99 Avg Close — Range —
Q4 2023
Shares 2,733 Value ($000) $64 Avg Close — Range —
Q3 2023
Shares 2,659 Value ($000) $58 Avg Close — Range —
Q2 2023
Shares 2,451 Value ($000) $56 Avg Close — Range —
Q1 2023
Shares 2,438 Value ($000) $56 Avg Close — Range —
Q4 2022
Shares 2,275 Value ($000) $51 Avg Close — Range —
Q3 2022
Shares 2,261 Value ($000) $49 Avg Close — Range —
Q2 2022
Shares 2,261 Value ($000) $52 Avg Close — Range —
Q1 2022
Shares 2,220 Value ($000) $56 Avg Close — Range —
Q4 2021
Shares 2,160 Value ($000) $59 Avg Close — Range —