ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

One Wealth Advisors, LLC's Holding History (CIK: 0001725297)

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

Q4 2025
Shares 17,526 Value ($000) $442 Avg Close — Range —
Q3 2025
Shares 22,126 Value ($000) $560 Avg Close — Range —
Q2 2025
Shares 22,449 Value ($000) $565 Avg Close — Range —
Q1 2025
Shares 25,853 Value ($000) $646 Avg Close — Range —
Q4 2024
Shares 100,079 Value ($000) $2,472 Avg Close — Range —
Q3 2024
Shares 57,087 Value ($000) $1,436 Avg Close — Range —
Q4 2022
Shares 44,214 Value ($000) $1,051 Avg Close — Range —
Q3 2022
Shares 16,502 Value ($000) $388 Avg Close — Range —
Q2 2022
Shares 16,111 Value ($000) $388 Avg Close — Range —
Q1 2022
Shares 32,541 Value ($000) $801 Avg Close — Range —
Q4 2021
Shares 60,233 Value ($000) $1,545 Avg Close — Range —
Q3 2021
Shares 77,956 Value ($000) $2,025 Avg Close — Range —
Q2 2021
Shares 76,675 Value ($000) $1,997 Avg Close — Range —
Q1 2021
Shares 12,283 Value ($000) $319 Avg Close — Range —