Bourgeon Capital Management’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
2025 Q2	$366K	Hold	3,900	–	–	0.07%	87
2025 Q1	$365K	Hold	3,900	–	–	0.08%	92
2024 Q4	$346K	Hold	3,900	–	–	0.06%	102
2024 Q3	$356K	Hold	3,900	–	–	0.07%	90
2024 Q2	$327K	Hold	3,900	–	–	0.06%	90
2024 Q1	$326K	Buy	+3,900	New	+$326K	0.06%	95