Center for Financial Planning’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	$27.5K	Sell	293 -138	-32%	-$13K	﹤0.01%	359
2025 Q1	$40.4K	Buy	431 +381	+762%	+$35.7K	0.01%	300
2024 Q4	$4.44K	Buy	+50	New	+$4.44K	﹤0.01%	490
2022 Q1	–	Sell	-4,617	Closed	-$374K	–	575
2021 Q4	$374K	Buy	+4,617	New	+$374K	0.08%	95