Hart & Patterson Financial Group’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 Q4	$479K	Buy	5,394 +361	+7%	+$32.1K	0.23%	50
2024 Q3	$460K	Buy	+5,033	New	+$460K	0.22%	51
2024 Q1	–	Sell	-6,931	Closed	-$541K	–	68
2023 Q4	$541K	Buy	+6,931	New	+$541K	0.28%	41