Andesa Financial 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
2023
Q1
$272K Sell
2022
Q4
$272K Buy
2022
Q3
$232K Sell
2022
Q2
$246K Sell
2022
Q1
$279K Buy
2021
Q4
$249K Buy
2021
Q3
$218K Buy
2021
Q2
$205K Buy