Avantax Planning Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,262	Closed	-$214K	–	311
2019 Q4	$214K	Hold	3,262	–	–	0.01%	283
2019 Q3	$209K	Buy	+3,262	New	+$209K	0.01%	290
2017 Q4	–	Sell	-8,836	Closed	-$445K	–	351
2017 Q3	$445K	Buy	+8,836	New	+$445K	0.04%	220