BankPlus Trust Department’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
2025
Q2
$69.1K Sell
736
-55
-7% -$5.16K 0.02% 216
2025
Q1
$74.1K Sell
791
-22
-3% -$2.06K 0.02% 194
2024
Q4
$72.2K Buy
+813
New +$72.2K 0.02% 194