ISHARES TR

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

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 5,729 Value ($000) $539 Avg Close — Range —
Q3 2025
Shares 5,406 Value ($000) $514 Avg Close — Range —
Q2 2025
Shares 6,212 Value ($000) $583 Avg Close — Range —
Q1 2025
Shares 125,957 Value ($000) $11,797 Avg Close — Range —
Q3 2024
Shares 142,362 Value ($000) $12,999 Avg Close — Range —
Q1 2021
Shares 7,123 Value ($000) $493 Avg Close — Range —
Q3 2019
Shares 4,615 Value ($000) $296 Avg Close — Range —