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Diversify Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Diversify Wealth Management’s Portfolio USMV Stock Details USMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$726K Buy
7,817
+1,323
+20% +$123K 0.04% 318
2025
Q1 		$597K Buy
6,494
+2,470
+61% +$227K 0.04% 321
2024
Q4 		$353K Buy
4,024
+777
+24% +$68.1K 0.03% 410
2024
Q3 		$298K Buy
+3,247
New +$298K 0.03% 399