ISHARES TR

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

Milestone Investment Advisors LLC's Holding History (CIK: 0001967018)

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

Q4 2025
Shares 48,694 Value ($000) $4,585 Avg Close — Range —
Q3 2025
Shares 48,715 Value ($000) $4,635 Avg Close — Range —
Q2 2025
Shares 48,734 Value ($000) $4,575 Avg Close — Range —
Q1 2025
Shares 48,750 Value ($000) $4,566 Avg Close — Range —
Q4 2024
Shares 47,608 Value ($000) $4,227 Avg Close — Range —
Q3 2024
Shares 47,842 Value ($000) $4,368 Avg Close — Range —
Q2 2024
Shares 47,681 Value ($000) $4,003 Avg Close — Range —
Q1 2024
Shares 48,314 Value ($000) $4,038 Avg Close — Range —
Q4 2023
Shares 49,718 Value ($000) $3,879 Avg Close — Range —
Q3 2023
Shares 59,020 Value ($000) $4,272 Avg Close — Range —
Q2 2023
Shares 60,348 Value ($000) $4,486 Avg Close — Range —
Q1 2023
Shares 65,552 Value ($000) $4,768 Avg Close — Range —
Q4 2022
Shares 66,466 Value ($000) $4,792 Avg Close — Range —