ISHARES TR

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

Patriot Financial Group Insurance Agency, LLC's Holding History (CIK: 0001694883)

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

Q4 2025
Shares 4,872 Value ($000) $281 Avg Close — Range —
Q3 2025
Shares 5,532 Value ($000) $317 Avg Close — Range —
Q2 2025
Shares 6,461 Value ($000) $348 Avg Close — Range —
Q1 2025
Shares 8,460 Value ($000) $395 Avg Close — Range —
Q4 2024
Shares 8,771 Value ($000) $436 Avg Close — Range —
Q3 2024
Shares 14,744 Value ($000) $724 Avg Close — Range —
Q2 2024
Shares 15,292 Value ($000) $712 Avg Close — Range —
Q1 2024
Shares 15,474 Value ($000) $699 Avg Close — Range —
Q4 2023
Shares 16,586 Value ($000) $660 Avg Close — Range —
Q3 2023
Shares 16,699 Value ($000) $579 Avg Close — Range —
Q2 2023
Shares 17,401 Value ($000) $626 Avg Close — Range —
Q1 2023
Shares 17,608 Value ($000) $582 Avg Close — Range —
Q4 2022
Shares 17,832 Value ($000) $547 Avg Close — Range —
Q3 2022
Shares 17,791 Value ($000) $499 Avg Close — Range —
Q2 2022
Shares 17,313 Value ($000) $517 Avg Close — Range —
Q1 2022
Shares 19,633 Value ($000) $701 Avg Close — Range —
Q4 2021
Shares 21,568 Value ($000) $851 Avg Close — Range —
Q3 2021
Shares 18,388 Value ($000) $664 Avg Close — Range —
Q2 2021
Shares 15,726 Value ($000) $571 Avg Close — Range —
Q1 2021
Shares 13,547 Value ($000) $449 Avg Close — Range —
Q4 2020
Shares 11,504 Value ($000) $360 Avg Close — Range —