ERTS Wealth Advisors’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
2019
Q3
Sell
-14,365
Closed -$887K 91
2019
Q2
$887K Buy
14,365
+619
+5% +$38.2K 0.49% 28
2019
Q1
$808K Buy
13,746
+7,829
+132% +$460K 0.48% 30
2018
Q4
$310K Buy
+5,917
New +$310K 0.22% 57