ISHARES TR

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

O'Brien Wealth Partners LLC's Holding History (CIK: 0001689874)

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

Q4 2025
Shares 9,119 Value ($000) $859 Avg Close — Range —
Q3 2025
Shares 10,190 Value ($000) $969 Avg Close — Range —
Q2 2025
Shares 10,190 Value ($000) $957 Avg Close — Range —
Q1 2025
Shares 10,190 Value ($000) $954 Avg Close — Range —
Q4 2024
Shares 10,190 Value ($000) $905 Avg Close — Range —
Q3 2024
Shares 10,190 Value ($000) $930 Avg Close — Range —
Q2 2024
Shares 10,190 Value ($000) $856 Avg Close — Range —
Q1 2024
Shares 10,190 Value ($000) $852 Avg Close — Range —
Q4 2023
Shares 10,190 Value ($000) $795 Avg Close — Range —
Q3 2023
Shares 10,190 Value ($000) $738 Avg Close — Range —
Q2 2023
Shares 10,190 Value ($000) $757 Avg Close — Range —
Q1 2023
Shares 10,190 Value ($000) $741 Avg Close — Range —
Q4 2022
Shares 11,014 Value ($000) $794 Avg Close — Range —
Q3 2022
Shares 11,014 Value ($000) $728 Avg Close — Range —
Q2 2022
Shares 11,014 Value ($000) $773 Avg Close — Range —
Q1 2022
Shares 11,014 Value ($000) $785 Avg Close — Range —
Q4 2021
Shares 11,014 Value ($000) $836 Avg Close — Range —
Q3 2021
Shares 11,014 Value ($000) $812 Avg Close — Range —
Q2 2021
Shares 13,102 Value ($000) $982 Avg Close — Range —
Q1 2021
Shares 17,985 Value ($000) $1,268 Avg Close — Range —
Q4 2020
Shares 17,965 Value ($000) $1,228 Avg Close — Range —
Q3 2020
Shares 17,943 Value ($000) $1,172 Avg Close — Range —
Q2 2020
Shares 18,776 Value ($000) $1,140 Avg Close — Range —
Q1 2020
Shares 18,752 Value ($000) $996 Avg Close — Range —
Q4 2019
Shares 18,723 Value ($000) $1,231 Avg Close — Range —
Q3 2019
Shares 18,674 Value ($000) $1,197 Avg Close — Range —
Q2 2019
Shares 18,674 Value ($000) $1,176 Avg Close — Range —
Q1 2019
Shares 17,089 Value ($000) $1,005 Avg Close — Range —
Q4 2018
Shares 17,064 Value ($000) $912 Avg Close — Range —
Q3 2018
Shares 6,210 Value ($000) $354 Avg Close — Range —
Q2 2018
Shares 5,952 Value ($000) $316 Avg Close — Range —
Q1 2018
Shares 5,952 Value ($000) $309 Avg Close — Range —
Q4 2017
Shares 5,925 Value ($000) $313 Avg Close — Range —
Q3 2017
Shares 5,873 Value ($000) $296 Avg Close — Range —
Q2 2017
Shares 5,842 Value ($000) $286 Avg Close — Range —
Q1 2017
Shares 5,842 Value ($000) $279 Avg Close — Range —
Q4 2016
Shares 136,297 Value ($000) $6,163 Avg Close — Range —
Q3 2016
Shares 140,083 Value ($000) $6,364 Avg Close — Range —
Q2 2016
Shares 102,768 Value ($000) $4,749 Avg Close — Range —
Q1 2016
Shares 43,536 Value ($000) $1,913 Avg Close — Range —
Q4 2015
Shares 48,250 Value ($000) $2,018 Avg Close — Range —