ISHARES TR

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

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 37,565 Value ($000) $3,537 Avg Close — Range —
Q3 2025
Shares 50,647 Value ($000) $4,819 Avg Close — Range —
Q2 2025
Shares 54,908 Value ($000) $5,154 Avg Close — Range —
Q1 2025
Shares 61,137 Value ($000) $5,726 Avg Close — Range —
Q4 2024
Shares 60,575 Value ($000) $5,378 Avg Close — Range —
Q3 2024
Shares 62,467 Value ($000) $5,704 Avg Close — Range —
Q2 2024
Shares 66,226 Value ($000) $5,560 Avg Close — Range —
Q1 2024
Shares 71,585 Value ($000) $5,983 Avg Close — Range —
Q4 2023
Shares 181,658 Value ($000) $14,175 Avg Close — Range —
Q3 2023
Shares 190,211 Value ($000) $13,767 Avg Close — Range —
Q2 2023
Shares 191,896 Value ($000) $14,264 Avg Close — Range —
Q1 2023
Shares 239,353 Value ($000) $17,411 Avg Close — Range —
Q4 2022
Shares 240,927 Value ($000) $17,371 Avg Close — Range —
Q3 2022
Shares 84,901 Value ($000) $5,612 Avg Close — Range —
Q2 2022
Shares 94,460 Value ($000) $6,632 Avg Close — Range —
Q1 2022
Shares 89,342 Value ($000) $6,930 Avg Close — Range —
Q4 2021
Shares 90,729 Value ($000) $7,340 Avg Close — Range —
Q3 2021
Shares 149,547 Value ($000) $10,992 Avg Close — Range —
Q2 2021
Shares 149,100 Value ($000) $10,975 Avg Close — Range —
Q1 2021
Shares 149,240 Value ($000) $10,326 Avg Close — Range —
Q4 2020
Shares 408,991 Value ($000) $27,762 Avg Close — Range —