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Amplius Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Amplius Wealth Advisors’s Portfolio USMV Stock Details USMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,349
Closed -$259K – 195
2022
Q1 		$259K Hold
3,349
– – 0.04% 148
2021
Q4 		$270K Buy
+3,349
New +$270K 0.04% 164