Fiduciary Financial Group’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	$2.33M	Sell	24,670 -300	-1%	-$28.3K	0.42%	45
2025 Q1	$2.21M	Hold	24,970	–	–	0.48%	41
2024 Q4	$2.19M	Hold	24,970	–	–	0.48%	40
2024 Q3	$2.27M	Sell	24,970 -400	-2%	-$36.3K	0.52%	39
2024 Q2	$2.2M	Buy	+25,370	New	+$2.2M	0.53%	40