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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$369K	Buy	3,933 +13	+0.3%	+$1.22K	0.3%	39
2025 Q1	$367K	Sell	3,920 -268	-6%	-$25.1K	0.33%	37
2024 Q4	$372K	Buy	+4,188	New	+$372K	0.32%	40