ISHARES TR

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

Colonial Trust Advisors's Holding History (CIK: 0001567993)

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

Q4 2025
Shares 59,103 Value ($000) $5,565 Avg Close — Range —
Q3 2025
Shares 54,620 Value ($000) $5,197 Avg Close — Range —
Q2 2025
Shares 54,620 Value ($000) $5,127 Avg Close — Range —
Q1 2025
Shares 54,620 Value ($000) $5,116 Avg Close — Range —
Q4 2024
Shares 36,020 Value ($000) $3,198 Avg Close — Range —
Q3 2024
Shares 36,020 Value ($000) $3,289 Avg Close — Range —