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Beacon Harbor Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio USMV Stock Details USMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-110,485
Closed -$7.25M – 60
2019
Q4 		$7.25M Buy
110,485
+11,238
+11% +$737K 4.28% 5
2019
Q3 		$6.34M Buy
+99,247
New +$6.34M 4.05% 7