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Heritage Wealth Management (Ohio)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,264
Closed -$359K – 233
2024
Q2 		$359K Buy
+4,264
New +$359K 0.12% 166