Alpha Financial Partners’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
Sell
-3,774
Closed -$353K 99
2025
Q1
$353K Buy
3,774
+13
+0.3% +$1.22K 0.28% 46
2024
Q4
$334K Buy
+3,761
New +$334K 0.26% 47