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Defined Financial Planning’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Defined Financial Planning’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$288K Buy
3,127
+223
+8% +$20.6K 0.26% 51
2025
Q1 		$272K Sell
2,904
-174
-6% -$16.3K 0.28% 61
2024
Q4 		$273K Buy
+3,078
New +$273K 0.29% 53