CFM Wealth Partners’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
2026 Q1	$5.47M	Buy	58,971 +213	+0.4%	+$20.2K	0.82%	33
2025 Q4	$5.53M	Buy	58,758 +514	+0.9%	+$48.4K	0.8%	34
2025 Q3	$5.54M	Buy	58,244 +1,034	+2%	+$96.8K	0.8%	35
2025 Q2	$5.37M	Buy	57,210 +3,247	+6%	+$299K	0.85%	34
2025 Q1	$5.05M	Buy	53,963 +9	+0%	+$828	0.89%	30
2024 Q4	$4.79M	Buy	53,954 +1,735	+3%	+$159K	0.81%	31
2024 Q3	$4.77M	Buy	52,219 +1,017	+2%	+$89.7K	0.83%	31
2024 Q2	$4.3M	Sell	51,202 -202	-0.4%	-$16.6K	0.79%	31
2024 Q1	$4.3M	Sell	51,404 -528	-1%	-$42.6K	0.86%	31
2023 Q4	$4.05M	Sell	51,932 -572	-1%	-$42.7K	0.92%	30
2023 Q3	$3.8M	Buy	52,504 +2,124	+4%	+$158K	1%	30
2023 Q2	$3.74M	Sell	50,380 -777	-2%	-$56.8K	0.91%	28
2023 Q1	$3.72M	Sell	51,157 -2,098	-4%	-$151K	1%	23
2022 Q4	$3.84M	Sell	53,255 -557	-1%	-$39.6K	1.15%	20
2022 Q3	$3.56M	Buy	53,812 +1,473	+3%	+$106K	1.14%	20
2022 Q2	$3.67M	Sell	52,339 -293	-0.6%	-$21.4K	1.1%	21
2022 Q1	$4.08M	Sell	52,632 -1,865	-3%	-$141K	0.98%	23
2021 Q4	$4.83M	Sell	54,497 -106	-0.2%	-$8.21K	1.08%	23
2021 Q3	$4.01M	Sell	54,603 -679	-1%	-$51.7K	1.01%	24
2021 Q2	$4.07M	Buy	55,282 +86	+0.2%	+$6.21K	1.08%	21
2021 Q1	$3.82M	Buy	55,196 +441	+0.8%	+$29.8K	1.15%	20
2020 Q4	$3.72M	Buy	54,755 +1,395	+3%	+$91.8K	1.19%	19
2020 Q3	$3.4M	Sell	53,360 -2,279	-4%	-$145K	1.24%	18
2020 Q2	$3.37M	Buy	55,639 +423	+0.8%	+$25.1K	1.28%	15
2020 Q1	$2.98M	Buy	55,216 +2,676	+5%	+$170K	1.39%	15
2019 Q4	$3.54M	Buy	+52,540	New	+$3.37M	1.3%	17