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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.47M Buy
2020
Q2
Sell
2020
Q1
$495K Sell
2019
Q4
$630K Buy