ISHARES TR

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

Invera Wealth Advisors, LLC's Holding History (CIK: 0001976780)

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

Q4 2025
Shares 95,787 Value ($000) $5,515 Avg Close — Range —
Q3 2025
Shares 106,244 Value ($000) $6,089 Avg Close — Range —
Q2 2025
Shares 111,979 Value ($000) $6,039 Avg Close — Range —
Q1 2025
Shares 172,402 Value ($000) $8,046 Avg Close — Range —
Q4 2024
Shares 178,758 Value ($000) $9,412 Avg Close — Range —
Q3 2024
Shares 170,513 Value ($000) $8,889 Avg Close — Range —
Q2 2024
Shares 168,896 Value ($000) $8,045 Avg Close — Range —
Q1 2024
Shares 166,852 Value ($000) $7,044 Avg Close — Range —
Q4 2023
Shares 168,149 Value ($000) $6,696 Avg Close — Range —