BSW Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

BSW Wealth Partners’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$240K	Sell
2025 Q2	$256K	Sell
2025 Q1	$287K	Sell
2024 Q4	$292K	Sell
2024 Q3	$361K	Buy
2024 Q2	$313K	Hold
2024 Q1	$312K	Buy