Great Lakes Retirement’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
2024
Q3
Sell
-947
Closed -$79.5K 646
2024
Q2
$79.5K Buy
+947
New +$79.5K 0.01% 232
2020
Q1
Sell
-84,296
Closed -$5.53M 173
2019
Q4
$5.53M Buy
+84,296
New +$5.53M 1.7% 9