Comprehensive Financial Planning’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
$59K Buy
+628
New +$59K 0.05% 145
2025
Q1
Sell
-1,706
Closed -$151K 365
2024
Q4
$151K Buy
+1,706
New +$151K 0.13% 104