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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$372K Sell
3,960
-2,855
-42% -$268K 0.22% 81
2025
Q1 		$638K Buy
+6,815
New +$638K 0.41% 58