Dogwood Wealth Management’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
$2.81K Buy
+30
New +$2.81K ﹤0.01% 530
2024
Q2
Sell
-433
Closed -$36.2K 662
2024
Q1
$36.2K Hold
433
0.02% 134
2023
Q4
$33.8K Buy
+433
New +$33.8K 0.03% 133