Brown Financial Advisory’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
$790K Buy
8,412
+2,177
+35% +$204K 0.44% 19
2025
Q1
$584K Buy
+6,235
New +$584K 0.36% 22