ISHARES TR

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

Sage Mountain Advisors LLC's Holding History (CIK: 0001832274)

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

Q4 2025
Shares 9,872 Value ($000) $930 Avg Close — Range —
Q3 2025
Shares 18,047 Value ($000) $1,717 Avg Close — Range —
Q2 2025
Shares 18,047 Value ($000) $1,694 Avg Close — Range —
Q1 2025
Shares 18,047 Value ($000) $1,690 Avg Close — Range —
Q4 2024
Shares 18,047 Value ($000) $1,602 Avg Close — Range —
Q3 2024
Shares 16,753 Value ($000) $1,530 Avg Close — Range —
Q2 2024
Shares 15,613 Value ($000) $1,311 Avg Close — Range —
Q1 2024
Shares 15,632 Value ($000) $1,307 Avg Close — Range —
Q4 2023
Shares 15,674 Value ($000) $1,223 Avg Close — Range —
Q3 2023
Shares 13,190 Value ($000) $955 Avg Close — Range —
Q2 2023
Shares 3,763 Value ($000) $280 Avg Close — Range —
Q4 2021
Shares 129 Value ($000) $10 Avg Close — Range —
Q3 2021
Shares 6,445 Value ($000) $474 Avg Close — Range —