Asset Dedication LLC’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
2025
Q2
$879K Buy
2025
Q1
$795K Buy
2024
Q4
$744K Hold
2024
Q3
$765K Buy
2024
Q2
$693K Buy