Creekside Partners’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	$1.56M	Buy	16,633 +12	+0.1%	+$1.13K	0.74%	34
2025 Q1	$1.56M	Sell	16,621 -442	-3%	-$41.4K	0.81%	33
2024 Q4	$1.52M	Sell	17,063 -253	-1%	-$22.5K	0.79%	33
2024 Q3	$1.58M	Buy	17,316 +28	+0.2%	+$2.56K	0.82%	33
2024 Q2	$1.45M	Buy	+17,288	New	+$1.45M	0.8%	33