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

Balance Wealth’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 Q3	$539K	Buy
2025 Q2	$372K	Sell
2025 Q1	$638K	Buy