ISHARES TR

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

Rothschild Wealth LLC's Holding History (CIK: 0001811345)

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

Q4 2025
Shares 3,638 Value ($000) $343 Avg Close Range
Q3 2025
Shares 3,458 Value ($000) $329 Avg Close Range
Q2 2025
Shares 3,443 Value ($000) $323 Avg Close Range
Q1 2025
Shares 3,742 Value ($000) $351 Avg Close Range
Q4 2024
Shares 3,789 Value ($000) $336 Avg Close Range
Q3 2024
Shares 52,471 Value ($000) $5,928 Avg Close Range
Q2 2024
Shares 3,699 Value ($000) $311 Avg Close Range
Q1 2024
Shares 3,789 Value ($000) $317 Avg Close Range
Q2 2023
Shares 49,787 Value ($000) $3,701 Avg Close Range
Q1 2023
Shares 48,568 Value ($000) $3,533 Avg Close Range
Q4 2022
Shares 23,639 Value ($000) $1,705 Avg Close Range
Q3 2022
Shares 18,471 Value ($000) $1,564 Avg Close Range