Barnes Wealth Management Group’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
$491K Buy
5,235
+308
+6% +$28.9K 0.29% 82
2025
Q1
$461K Buy
4,927
+199
+4% +$18.6K 0.3% 81
2024
Q4
$420K Buy
+4,728
New +$420K 0.28% 80