ISHARES TR

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

NewEdge Wealth, LLC's Holding History (CIK: 0001861796)

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

Q4 2025
Shares 23,050 Value ($000) $2,170 Avg Close — Range —
Q3 2025
Shares 23,018 Value ($000) $2,140 Avg Close — Range —
Q2 2025
Shares 17,143 Value ($000) $1,587 Avg Close — Range —
Q1 2025
Shares 19,399 Value ($000) $1,817 Avg Close — Range —
Q4 2024
Shares 16,745 Value ($000) $1,487 Avg Close — Range —
Q3 2024
Shares 13,818 Value ($000) $1,262 Avg Close — Range —
Q2 2024
Shares 8,240 Value ($000) $692 Avg Close — Range —
Q1 2024
Shares 8,182 Value ($000) $660 Avg Close — Range —
Q4 2023
Shares 7,419 Value ($000) $579 Avg Close — Range —