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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$400K Sell
2025
Q2
$399K Sell
2025
Q1
$437K Sell
2024
Q4
$428K Buy