5T Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.83M Sell
19,494
-132
-0.7% -$12.4K 0.87% 33
2025
Q1
$1.84M Sell
19,626
-4,447
-18% -$417K 0.99% 31
2024
Q4
$2.14M Buy
+24,073
New +$2.14M 1.17% 26