ISHARES TR

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

Corient Private Wealth LLC's Holding History (CIK: 0001948780)

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

Q4 2025
Shares 67,565 Value ($000) $6,187 Avg Close — Range —
Q3 2025
Shares 61,772 Value ($000) $5,877 Avg Close — Range —
Q2 2025
Shares 58,104 Value ($000) $5,454 Avg Close — Range —
Q1 2025
Shares 62,952 Value ($000) $5,896 Avg Close — Range —
Q4 2024
Shares 63,027 Value ($000) $5,596 Avg Close — Range —
Q3 2024
Shares 91,207 Value ($000) $8,328 Avg Close — Range —
Q2 2024
Shares 50,303 Value ($000) $4,225 Avg Close — Range —
Q1 2024
Shares 56,018 Value ($000) $4,682 Avg Close — Range —
Q4 2023
Shares 60,068 Value ($000) $4,687 Avg Close — Range —
Q3 2023
Shares 32,311 Value ($000) $2,339 Avg Close — Range —
Q2 2023
Shares 20,906 Value ($000) $1,554 Avg Close — Range —
Q1 2023
Shares 21,842 Value ($000) $1,589 Avg Close — Range —
Q4 2022
Shares 24,912 Value ($000) $1,796 Avg Close — Range —