Albion Financial Group’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
Q1
Sell
-230
Closed -$20.4K 690
2024
Q4
$20.4K Hold
230
﹤0.01% 333
2024
Q3
$21K Sell
230
-69
-23% -$6.3K ﹤0.01% 295
2024
Q2
$25.1K Buy
299
+114
+62% +$9.57K ﹤0.01% 274
2024
Q1
$15.5K Buy
+185
New +$15.5K ﹤0.01% 293