ISHARES TR

Ticker: USXF CUSIP: 46436E767 Class: ESG MSCI USA ETF

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 104,618 Value ($000) $6,024 Avg Close — Range —
Q3 2025
Shares 108,174 Value ($000) $6,199 Avg Close — Range —
Q2 2025
Shares 108,942 Value ($000) $5,875 Avg Close — Range —
Q1 2025
Shares 116,446 Value ($000) $5,435 Avg Close — Range —
Q4 2024
Shares 128,547 Value ($000) $6,391 Avg Close — Range —
Q3 2024
Shares 131,245 Value ($000) $6,442 Avg Close — Range —
Q2 2024
Shares 583,583 Value ($000) $27,183 Avg Close — Range —
Q1 2024
Shares 554,682 Value ($000) $25,044 Avg Close — Range —
Q4 2023
Shares 560,557 Value ($000) $22,321 Avg Close — Range —
Q3 2023
Shares 649,141 Value ($000) $22,499 Avg Close — Range —
Q2 2023
Shares 650,738 Value ($000) $23,394 Avg Close — Range —
Q1 2023
Shares 621,432 Value ($000) $20,551 Avg Close — Range —
Q4 2022
Shares 616,173 Value ($000) $19,588 Avg Close — Range —
Q3 2022
Shares 555,697 Value ($000) $15,571 Avg Close — Range —