Avalon Trust’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Avalon Trust’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$596K	Buy
2025 Q1	$379K	Hold
2024 Q4	$360K	Sell
2024 Q3	$507K	Sell
2024 Q2	$495K	Hold
2024 Q1	$492K	Hold
2023 Q4	$460K	Hold
2023 Q3	$426K	Buy
2023 Q2	$399K	Buy
2023 Q1	$352K	Buy