Carson Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
2025
Q1
$222K Buy
2024
Q4
$206K Sell
2024
Q3
$217K Sell
2024
Q2
$201K Buy