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

Geller 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
2020 Q3	–	Sell
2020 Q2	$3.78M	Sell
2020 Q1	$5.89M	Buy
2019 Q4	$4.04M	Buy