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Heritage Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Heritage Wealth Advisors’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$16.9K Hold
180
– – ﹤0.01% 382
2025
Q1 		$16.9K Sell
180
-364
-67% -$34.1K ﹤0.01% 384
2024
Q4 		$48.3K Buy
544
+117
+27% +$10.4K ﹤0.01% 311
2024
Q3 		$39K Buy
+427
New +$39K ﹤0.01% 348