Geier Asset Management’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
2021
Q2
$2.14M Sell
29,002
-6,613
-19% -$487K 1.49% 20
2021
Q1
$2.58M Sell
35,615
-20,113
-36% -$1.46M 1.89% 14
2020
Q4
$3.67M Buy
+55,728
New +$3.67M 2.98% 8