Daymark Wealth 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	$378K	Buy	4,031 +1,632	+68%	+$153K	0.01%	409
2025 Q1	$225K	Buy	2,399 +2	+0.1%	+$187	0.01%	471
2024 Q4	$213K	Sell	2,397 -699	-23%	-$62.1K	0.01%	472
2024 Q3	$283K	Buy	+3,096	New	+$283K	0.01%	433