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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$5K Sell
2021
Q1
$39K Sell
2020
Q4
$48K Hold
2020
Q3
$45K Sell
2020
Q2
$1.69M Sell
2020
Q1
$5.64M Buy
2019
Q4
$6.76M Buy