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CM Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

CM Wealth Advisors’s Portfolio USMV Stock Details USMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,333
Closed -$520K – 174
2024
Q1 		$520K Buy
+6,333
New +$520K 0.15% 78