Genesis Private Wealth’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	$783K	Sell	8,344 -779	-9%	-$73.1K	0.37%	40
2025 Q1	$854K	Buy	9,123 +300	+3%	+$28.1K	0.45%	37
2024 Q4	$783K	Buy	+8,823	New	+$783K	0.43%	39