Delta Wealth Advisors LLC’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
2025
Q2
$3.14M Sell
2025
Q1
$3.46M Buy
2024
Q4
$2.99M Sell
2024
Q3
$3.2M Sell
2024
Q2
$3.83M Buy
2024
Q1
$3.67M Buy