Carson 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	$223K	Buy	2,372 +1	+0%	+$94	0.14%	157
2025 Q1	$222K	Buy	2,371 +55	+2%	+$5.15K	0.15%	147
2024 Q4	$206K	Sell	2,316 -59	-2%	-$5.24K	0.14%	153
2024 Q3	$217K	Sell	2,375 -18	-0.8%	-$1.64K	0.14%	161
2024 Q2	$201K	Buy	+2,393	New	+$201K	0.14%	157