ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

MCDONALD PARTNERS LLC's Holding History (CIK: 0001331074)

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

Q4 2025
Shares 14,500 Value ($000) $1,365 Avg Close — Range —
Q3 2025
Shares 14,690 Value ($000) $1,398 Avg Close — Range —
Q2 2025
Shares 14,625 Value ($000) $1,373 Avg Close — Range —
Q1 2025
Shares 14,625 Value ($000) $1,370 Avg Close — Range —
Q4 2024
Shares 14,625 Value ($000) $1,299 Avg Close — Range —
Q3 2024
Shares 14,500 Value ($000) $1,324 Avg Close — Range —
Q2 2024
Shares 14,500 Value ($000) $1,217 Avg Close — Range —
Q1 2024
Shares 14,500 Value ($000) $1,212 Avg Close — Range —
Q4 2023
Shares 14,529 Value ($000) $1,134 Avg Close — Range —
Q3 2023
Shares 14,528 Value ($000) $1,052 Avg Close — Range —
Q2 2023
Shares 14,528 Value ($000) $1,080 Avg Close — Range —
Q1 2023
Shares 14,528 Value ($000) $1,057 Avg Close — Range —
Q4 2022
Shares 14,528 Value ($000) $1,047 Avg Close — Range —
Q3 2022
Shares 14,528 Value ($000) $960 Avg Close — Range —
Q2 2022
Shares 15,060 Value ($000) $1,057 Avg Close — Range —
Q1 2022
Shares 15,060 Value ($000) $1,168 Avg Close — Range —
Q4 2021
Shares 87,081 Value ($000) $7,044,860 Avg Close — Range —
Q3 2021
Shares 15,588 Value ($000) $1,146 Avg Close — Range —
Q2 2021
Shares 15,528 Value ($000) $1,143 Avg Close — Range —
Q1 2021
Shares 15,553 Value ($000) $1,076 Avg Close — Range —
Q4 2020
Shares 15,472 Value ($000) $1,050 Avg Close — Range —