ISHARES TR

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

ATTICUS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001800234)

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

Q2 2025
Shares 188 Value ($000) $18 Avg Close — Range —
Q1 2025
Shares 188 Value ($000) $18 Avg Close — Range —
Q4 2024
Shares 188 Value ($000) $17 Avg Close — Range —
Q3 2024
Shares 188 Value ($000) $17 Avg Close — Range —
Q2 2024
Shares 197 Value ($000) $17 Avg Close — Range —
Q1 2024
Shares 260 Value ($000) $22 Avg Close — Range —
Q4 2023
Shares 1,105 Value ($000) $86 Avg Close — Range —
Q3 2023
Shares 5,132 Value ($000) $371 Avg Close — Range —
Q2 2023
Shares 6,404 Value ($000) $476 Avg Close — Range —
Q1 2023
Shares 7,317 Value ($000) $532 Avg Close — Range —
Q4 2022
Shares 10,443 Value ($000) $753 Avg Close — Range —
Q3 2022
Shares 15,935 Value ($000) $1,119 Avg Close — Range —
Q2 2022
Shares 15,935 Value ($000) $1,119 Avg Close — Range —
Q1 2022
Shares 15,884 Value ($000) $1,232 Avg Close — Range —
Q4 2021
Shares 13,625 Value ($000) $1,102 Avg Close — Range —