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Beta Wealth Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Beta Wealth Group’s Portfolio USMV Stock Details USMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-13,046
Closed -$886K – 63
2020
Q4 		$886K Buy
+13,046
New +$886K 0.76% 28