Beam Wealth Advisors’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
Q2
Sell
-9,165
Closed -$495K 165
2020
Q1
$495K Sell
9,165
-437
-5% -$23.6K 0.49% 67
2019
Q4
$630K Buy
+9,602
New +$630K 0.59% 50