Goldstone Financial Group’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
2026 Q1	$1.24M	Sell	13,325 -78	-0.6%	-$7.41K	0.13%	106
2025 Q4	$1.26M	Sell	13,403 -85	-0.6%	-$8.01K	0.14%	93
2025 Q3	$1.28M	Sell	13,488 -528	-4%	-$49.5K	0.15%	90
2025 Q2	$1.32M	Sell	14,016 -269	-2%	-$24.8K	0.17%	82
2025 Q1	$1.34M	Sell	14,285 -294	-2%	-$27.1K	0.2%	74
2024 Q4	$1.29M	Sell	14,579 -330	-2%	-$30.3K	0.2%	72
2024 Q3	$1.36M	Sell	14,909 -119	-0.8%	-$10.5K	0.24%	68
2024 Q2	$1.26M	Sell	15,028 -580	-4%	-$47.8K	0.25%	68
2024 Q1	$1.3M	Sell	15,608 -1,343	-8%	-$108K	0.3%	62
2023 Q4	$1.32M	Sell	16,951 -1,306	-7%	-$97.5K	0.34%	55
2023 Q3	$1.32M	Sell	18,257 -4,527	-20%	-$338K	0.39%	50
2023 Q2	$1.69M	Sell	22,784 -55,996	-71%	-$4.09M	0.5%	40
2023 Q1	$5.73M	Buy	+78,780	New	+$5.66M	1.89%	17