Exencial Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Exencial Wealth Advisors’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$850K	Buy
2025 Q2	$798K	Sell
2025 Q1	$799K	Buy
2024 Q4	$733K	Buy
2024 Q3	$741K	Buy
2024 Q2	$512K	Sell
2024 Q1	$549K	Sell
2023 Q4	$698K	Buy