Cobblestone Capital Advisors’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
2023
Q3
Sell
-2,925
Closed -$217K 278
2023
Q2
$217K Hold
2,925
0.02% 251
2023
Q1
$213K Buy
+2,925
New +$213K 0.02% 255