Chancellor Financial Group WB’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
$369K Sell
3,931
-225
-5% -$21.1K 0.29% 71
2025
Q1
$389K Hold
4,156
0.32% 66
2024
Q4
$369K Buy
+4,156
New +$369K 0.3% 66