ISHARES TR

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

Beacon Financial Advisory LLC's Holding History (CIK: 0001800502)

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

Q4 2025
Shares 7,947 Value ($000) $748 Avg Close Range
Q3 2025
Shares 9,977 Value ($000) $949 Avg Close Range
Q2 2025
Shares 10,046 Value ($000) $943 Avg Close Range
Q1 2025
Shares 9,918 Value ($000) $929 Avg Close Range
Q4 2024
Shares 11,502 Value ($000) $1,021 Avg Close Range
Q3 2024
Shares 11,255 Value ($000) $1,028 Avg Close Range
Q2 2024
Shares 12,360 Value ($000) $1,038 Avg Close Range
Q1 2024
Shares 13,631 Value ($000) $1,139 Avg Close Range
Q4 2023
Shares 18,703 Value ($000) $1,459 Avg Close Range
Q3 2023
Shares 26,263 Value ($000) $1,901 Avg Close Range
Q2 2023
Shares 30,707 Value ($000) $2,282 Avg Close Range
Q1 2023
Shares 36,833 Value ($000) $2,679 Avg Close Range
Q4 2022
Shares 37,955 Value ($000) $2,737 Avg Close Range
Q3 2022
Shares 45,307 Value ($000) $2,995 Avg Close Range
Q2 2022
Shares 43,384 Value ($000) $3,046 Avg Close Range
Q1 2022
Shares 42,912 Value ($000) $3,329 Avg Close Range
Q4 2021
Shares 45,294 Value ($000) $3,664 Avg Close Range
Q3 2021
Shares 44,826 Value ($000) $3,295 Avg Close Range
Q2 2021
Shares 45,142 Value ($000) $3,323 Avg Close Range
Q1 2021
Shares 50,267 Value ($000) $3,478 Avg Close Range
Q4 2020
Shares 63,007 Value ($000) $4,276 Avg Close Range
Q3 2020
Shares 39,237 Value ($000) $2,500 Avg Close Range
Q2 2020
Shares 33,796 Value ($000) $2,049 Avg Close Range
Q1 2020
Shares 34,281 Value ($000) $1,851 Avg Close Range
Q4 2019
Shares 31,970 Value ($000) $2,097 Avg Close Range