BBR 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
Q3
Sell
-9,022
Closed -$547K 205
2020
Q2
$547K Hold
9,022
0.07% 100
2020
Q1
$487K Buy
9,022
+2,174
+32% +$117K 0.07% 90
2019
Q4
$449K Hold
6,848
0.05% 119
2019
Q3
$439K Buy
+6,848
New +$439K 0.07% 78