Beverly Hills Private Wealth’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
2023 Q4	–	Sell	-3,339	Closed	-$242K	–	348
2023 Q3	$242K	Sell	3,339 -3,933	-54%	-$285K	0.07%	254
2023 Q2	$540K	Buy	7,272 +3,695	+103%	+$275K	0.09%	222
2023 Q1	$260K	Buy	+3,577	New	+$260K	0.08%	235