Crown Wealth Group’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
2022
Q2
Sell
-19,737
Closed -$1.53M 100
2022
Q1
$1.53M Buy
19,737
+4,221
+27% +$327K 1.07% 19
2021
Q4
$1.26M Buy
+15,516
New +$1.26M 1.16% 21