ISHARES TR

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

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

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

Q4 2025
Shares 2,864 Value ($000) $270 Avg Close — Range —
Q3 2025
Shares 2,864 Value ($000) $272 Avg Close — Range —
Q2 2025
Shares 2,864 Value ($000) $269 Avg Close — Range —
Q1 2025
Shares 2,864 Value ($000) $268 Avg Close — Range —
Q4 2024
Shares 2,955 Value ($000) $262 Avg Close — Range —
Q3 2024
Shares 2,955 Value ($000) $270 Avg Close — Range —
Q1 2023
Shares 2,891 Value ($000) $210 Avg Close — Range —
Q4 2021
Shares 3,211 Value ($000) $260 Avg Close — Range —
Q3 2021
Shares 3,211 Value ($000) $236 Avg Close — Range —
Q2 2021
Shares 3,211 Value ($000) $237 Avg Close — Range —
Q1 2021
Shares 3,211 Value ($000) $223 Avg Close — Range —
Q4 2020
Shares 4,017 Value ($000) $273 Avg Close — Range —
Q3 2020
Shares 3,211 Value ($000) $204 Avg Close — Range —
Q1 2017
Shares 1,028 Value ($000) $49 Avg Close — Range —
Q4 2016
Shares 1,028 Value ($000) $46 Avg Close — Range —
Q3 2016
Shares 1,028 Value ($000) $47 Avg Close — Range —
Q2 2016
Shares 1,028 Value ($000) $48 Avg Close — Range —
Q1 2016
Shares 1,028 Value ($000) $45 Avg Close — Range —
Q4 2015
Shares 3,428 Value ($000) $143 Avg Close — Range —
Q3 2015
Shares 3,428 Value ($000) $136 Avg Close — Range —