ISHARES TR

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

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q3 2025
Shares 2,522 Value ($000) $240 Avg Close — Range —
Q2 2025
Shares 2,725 Value ($000) $256 Avg Close — Range —
Q1 2025
Shares 3,067 Value ($000) $287 Avg Close — Range —
Q4 2024
Shares 3,292 Value ($000) $292 Avg Close — Range —
Q3 2024
Shares 3,952 Value ($000) $361 Avg Close — Range —
Q2 2024
Shares 3,727 Value ($000) $313 Avg Close — Range —
Q1 2024
Shares 3,727 Value ($000) $312 Avg Close — Range —