Center for Financial Planning’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Center for Financial Planning’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 Q2	$27.5K	Sell
2025 Q1	$40.4K	Buy
2024 Q4	$4.44K	Buy
2022 Q1	–	Sell
2021 Q4	$374K	Buy