Brendel Financial 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
Q1
Sell
-64,551
Closed -$4.24M 88
2019
Q4
$4.24M Sell
64,551
-3,270
-5% -$215K 3.6% 3
2019
Q3
$4.35M Buy
67,821
+871
+1% +$55.8K 3.91% 2
2019
Q2
$4.13M Buy
+66,950
New +$4.13M 4% 5