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Cardinal Point Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cardinal Point Wealth Management’s Portfolio USMV Stock Details USMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$14.3M Sell
194,567
-1,414
-0.7% -$104K 6.72% 3
2021
Q2 		$14.4M Buy
195,981
+6,148
+3% +$453K 6.52% 4
2021
Q1 		$13.1M Sell
189,833
-145,977
-43% -$10.1M 6.62% 4
2020
Q4 		$22.8M Buy
+335,810
New +$22.8M 11.58% 3