Accurate Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$317K Buy
2025
Q2
$203K Buy
2025
Q1
Sell
2024
Q4
$227K Sell
2024
Q3
$335K Buy
2023
Q3
Sell
2023
Q2
$299K Sell
2023
Q1
$297K Buy
2022
Q4
$294K Buy