BMS Financial 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
2023
Q2
$1.05M Sell
2023
Q1
$1.55M Sell
2022
Q4
$1.82M Sell
2022
Q3
$5.31M Buy
2022
Q2
$1.84M Buy
2022
Q1
$1.49M Sell
2021
Q4
$1.84M Buy