ISHARES TR

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

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 470 Value ($000) $45 Avg Close — Range —
Q2 2025
Shares 510 Value ($000) $48 Avg Close — Range —
Q1 2025
Shares 516 Value ($000) $48 Avg Close — Range —
Q4 2024
Shares 176 Value ($000) $16 Avg Close — Range —
Q3 2024
Shares 273 Value ($000) $25 Avg Close — Range —
Q2 2024
Shares 278 Value ($000) $23 Avg Close — Range —
Q1 2024
Shares 1,678 Value ($000) $140 Avg Close — Range —
Q4 2023
Shares 1,634 Value ($000) $128 Avg Close — Range —
Q3 2023
Shares 2,046 Value ($000) $148 Avg Close — Range —
Q2 2023
Shares 1,706 Value ($000) $127 Avg Close — Range —
Q4 2022
Shares 1,443 Value ($000) $104 Avg Close — Range —