Confluence Wealth Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Confluence Wealth Services’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$235K	Buy
2025 Q1	–	Sell
2024 Q4	$356K	Sell
2024 Q3	$3.7M	Buy
2024 Q2	$3.26M	Buy
2024 Q1	$3.14M	Sell
2023 Q4	$4.18M	Buy
2022 Q2	–	Sell
2022 Q1	$203K	Sell
2021 Q4	$372K	Buy