Moss Adams Wealth Advisors LLC Closed Holding Positions

Moss Adams Wealth Advisors LLC

$913 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
VMBS Vanguard Mortg Backed Sec ETF ETFs	Q2 2023 Filed on Dec 20, 2023	14	$45.49 - $47.04 $637 - $659
IEF Ishares Barclays ETFs	Q2 2023 Filed on Dec 20, 2023	56	$96.39 - $100.48 $5.4K - $5.63K
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	Q2 2023 Filed on Dec 20, 2023	114	$50.19 - $50.83 $5.72K - $5.79K
IUSB Ishares Core Total Usd Bond Ma ETFs	Q2 2023 Filed on Dec 20, 2023	164	$45.12 - $46.45 $7.4K - $7.62K
MBB Ishares Tr ETFs	Q2 2023 Filed on Dec 20, 2023	98	$92.54 - $95.74 $9.07K - $9.38K
Investment Managers Ser Tr I	Q2 2023 Filed on Dec 20, 2023	585	N/A
PWB Invesco Exchange Traded Fd Tr ETFs	Q2 2023 Filed on Dec 20, 2023	415	$63.87 - $70.62 $26.5K - $29.3K
DFIV Dimensional ETF Tr ETFs	Q2 2023 Filed on Dec 20, 2023	984	$31.45 - $33.77 $30.9K - $33.2K
DFUS Dimensional ETF Tr U S Equity ETFs	Q2 2023 Filed on Dec 20, 2023	1,912	$43.77 - $48.16 $83.7K - $92.1K
DFAU Dimensional ETF Tr ETFs	Q2 2023 Filed on Dec 20, 2023	2,975	$28.25 - $30.99 $84K - $92.2K
MGK Vanguard Mega Cap Growth ETF ETFs	Q1 2023 Filed on Dec 20, 2023	15,556	$168.7 - $204.51 $2.62M - $3.18M
MGV Vanguard Mega Cap Value ETFs	Q1 2023 Filed on Dec 20, 2023	44,556	$97.0 - $105.37 $4.32M - $4.69M
ESGV Vanguard World Fd Esg U.S. Sto ETFs	Q1 2023 Filed on Dec 20, 2023	64,714	$65.27 - $73.55 $4.22M - $4.76M
VT Vanguard Total World Stk Index ETFs	Q1 2023 Filed on Dec 20, 2023	91	$86.24 - $94.55 $7.85K - $8.6K
VSS Vanguard Intl Eqty Ftse All Wo ETFs	Q1 2023 Filed on Dec 20, 2023	31	$103.34 - $113.48 $3.2K - $3.52K
VPL Vanguard Ftse Pacific ETF Ftse ETFs	Q1 2023 Filed on Dec 20, 2023	10,749	$63.89 - $70.24 $687K - $755K
VGK Vanguard Ftse Europe ETF Ftse ETFs	Q1 2023 Filed on Dec 20, 2023	38,437	$56.14 - $61.55 $2.16M - $2.37M
IUSG Ishares Core S&P U.S Growth Et ETFs	Q2 2023 Filed on Dec 20, 2023	39	$87.77 - $97.64 $3.42K - $3.81K
LQD Ishares Iboxx $ Investment Gra ETFs	Q2 2023 Filed on Dec 20, 2023	28	$106.02 - $110.43 $2.97K - $3.09K
VTWO Vanguard Russell 2000 ETF ETFs	Q2 2023 Filed on Dec 20, 2023	150	$68.85 - $76.12 $10.3K - $11.4K
SPTM Spdr Portfolio S&P 1500 Compos ETFs	Q2 2023 Filed on Dec 20, 2023	21	$49.75 - $54.44 $1.04K - $1.14K
XLRE Select Sector Spdr Tr Real Est ETFs	Q2 2023 Filed on Dec 20, 2023	7	$35.21 - $37.75 $246 - $264
XLP Consumer Staples Sector Spdr ETFs	Q2 2023 Filed on Dec 20, 2023	22	$72.59 - $77.5 $1.6K - $1.71K
SCHP Schwab Strategic Us Tips ETF ETFs	Q2 2023 Filed on Dec 20, 2023	318	$52.18 - $54.02 $16.6K - $17.2K
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	Q2 2023 Filed on Dec 20, 2023	100	$44.13 - $48.37 $4.41K - $4.84K
EMB Ishares Tr ETFs	Q2 2023 Filed on Dec 20, 2023	4	$83.9 - $86.54 $336 - $346
IFRA Ishares Tr ETFs	Q2 2023 Filed on Dec 20, 2023	10	$35.99 - $39.08 $360 - $391
FALN Ishares Tr Fallen Angels Usd B ETFs	Q2 2023 Filed on Dec 20, 2023	15	$24.64 - $25.37 $370 - $381
EWU Ishs Msci Utd Kingdom ETF ETFs	Q2 2023 Filed on Dec 20, 2023	12	$31.9 - $33.93 $383 - $407
EIDO Ishares Tr Msci Indonesia ETF ETFs	Q2 2023 Filed on Dec 20, 2023	30	$22.92 - $24.75 $688 - $743
TLH Ishares Barclays 10 20 Yr Trea ETFs	Q2 2023 Filed on Dec 20, 2023	7	$108.81 - $116.4 $762 - $815
MCHI Ishares Msci China ETF ETFs	Q2 2023 Filed on Dec 20, 2023	20	$43.24 - $49.88 $865 - $998
TLT Ishares Barclays 20+ Year Trea ETFs	Q3 2023 Filed on Dec 20, 2023	11	$88.41 - $102.95 $973 - $1.13K
IUSV Ishares Core S&P U.S. Value Et ETFs	Q2 2023 Filed on Dec 20, 2023	26	$72.65 - $78.26 $1.89K - $2.03K
IEI Ishares Barclays 3 7 Yr Treas ETFs	Q2 2023 Filed on Dec 20, 2023	22	$115.23 - $119.04 $2.54K - $2.62K
VWO Vanguard Ftse Emerging Mkts Et ETFs	Q1 2023 Filed on Dec 20, 2023	23,959	$38.45 - $43.18 $921K - $1.03M
VBR Vanguard Small Cap Value ETF ETFs	Q2 2023 Filed on Dec 20, 2023	72	$150.74 - $165.4 $10.9K - $11.9K
MTUM Ishares Msci Usa Momentum Fact ETFs	Q1 2023 Filed on Dec 20, 2023	8	$133.17 - $146.27 $1.07K - $1.17K
IVLU Ishares Tr Edge Msci Intl Valu ETFs	Q1 2023 Filed on Dec 20, 2023	109	$23.32 - $25.31 $2.54K - $2.76K
IQLT Ishares Msci Intl Quality Fact ETFs	Q1 2023 Filed on Dec 20, 2023	89	$32.56 - $35.41 $2.9K - $3.15K
IMTM Ishares Msci Intl Momentum Fac ETFs	Q1 2023 Filed on Dec 20, 2023	76	$30.32 - $32.56 $2.3K - $2.47K
EFAV Ishares Msci Eafe Min Vol Fact ETFs	Q1 2023 Filed on Dec 20, 2023	43	$63.8 - $67.65 $2.74K - $2.91K
IXC Ishares Tr Global Energy ETF ETFs	Q3 2023 Filed on Dec 20, 2023	275	$36.21 - $42.19 $9.96K - $11.6K
USHY Ishares Tr Broad Usd High Yiel ETFs	Q2 2023 Filed on Dec 20, 2023	4	$34.61 - $35.48 $138 - $142
PICK Ishares Inc Msci Global Select ETFs	Q1 2023 Filed on Dec 20, 2023	175	$39.51 - $47.65 $6.91K - $8.34K
EMGF Ishares Msci Emerging Markets ETFs	Q1 2023 Filed on Dec 20, 2023	808	$39.52 - $44.88 $31.9K - $36.3K
FILL Ishares Inc Msci Global Energy ETFs	Q1 2023 Filed on Dec 20, 2023	200	$21.56 - $25.42 $4.31K - $5.08K
TAN Invesco ETF Tr Ii Solar ETF ETFs	Q1 2023 Filed on Dec 20, 2023	470	$69.41 - $82.63 $32.6K - $38.8K
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	Q1 2023 Filed on Dec 20, 2023	11,397	$59.48 - $65.02 $678K - $741K
GTO Invesco Actively Managed ETF T ETFs	Q1 2023 Filed on Dec 20, 2023	7,840	$46.61 - $48.66 $365K - $381K

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