ISHARES TR

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

MA Private Wealth's Holding History (CIK: 0001767474)

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

Q4 2025
Shares 98,840 Value ($000) $9,307 Avg Close — Range —
Q3 2025
Shares 95,780 Value ($000) $9,113 Avg Close — Range —
Q2 2025
Shares 95,366 Value ($000) $8,952 Avg Close — Range —
Q1 2025
Shares 89,857 Value ($000) $8,416 Avg Close — Range —
Q4 2024
Shares 109,406 Value ($000) $9,714 Avg Close — Range —
Q3 2024
Shares 110,781 Value ($000) $10,115 Avg Close — Range —
Q2 2024
Shares 275,741 Value ($000) $23,151 Avg Close — Range —
Q1 2024
Shares 274,510 Value ($000) $22,944 Avg Close — Range —
Q4 2023
Shares 270,131 Value ($000) $21,078 Avg Close — Range —
Q3 2023
Shares 342,269 Value ($000) $24,773 Avg Close — Range —
Q2 2023
Shares 153,798 Value ($000) $11,432 Avg Close — Range —
Q1 2023
Shares 153,329 Value ($000) $11,153 Avg Close — Range —
Q4 2022
Shares 106,071 Value ($000) $7,648 Avg Close — Range —
Q3 2022
Shares 107,606 Value ($000) $7,417 Avg Close — Range —
Q2 2022
Shares 107,556 Value ($000) $7,567 Avg Close — Range —
Q1 2022
Shares 118,996 Value ($000) $9,231 Avg Close — Range —
Q4 2021
Shares 135,263 Value ($000) $10,943 Avg Close — Range —
Q3 2021
Shares 80,104 Value ($000) $5,888 Avg Close — Range —
Q2 2021
Shares 117,285 Value ($000) $8,633 Avg Close — Range —
Q1 2021
Shares 120,036 Value ($000) $8,305 Avg Close — Range —
Q4 2020
Shares 142,620 Value ($000) $9,681 Avg Close — Range —
Q3 2020
Shares 143,160 Value ($000) $9,124 Avg Close — Range —
Q2 2020
Shares 141,744 Value ($000) $8,594 Avg Close — Range —
Q4 2019
Shares 3,748 Value ($000) $246 Avg Close — Range —
Q3 2019
Shares 4,524 Value ($000) $290 Avg Close — Range —