Great Diamond Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Great Diamond Partners’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
2025 Q3	$1.03M	Sell
2025 Q2	$1.05M	Sell
2025 Q1	$1.09M	Sell
2024 Q4	$1.03M	Buy
2021 Q1	–	Sell
2020 Q4	$1.04M	Buy
2020 Q3	$881K	Buy
2020 Q2	$441K	Buy