Frederick Financial Consultants’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
$221K Sell
2,350
-87
-4% -$8.17K 0.14% 96
2025
Q1
$228K Sell
2,437
-40
-2% -$3.75K 0.16% 84
2024
Q4
$220K Buy
+2,477
New +$220K 0.18% 79