Holistic Planning’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Holistic Planning’s Portfolio USMV Stock Details USMV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$725K	Sell
2025 Q4	$777K	Sell
2025 Q3	$860K	Sell
2025 Q2	$950K	Buy
2025 Q1	$895K	Hold
2024 Q4	$849K	Sell
2024 Q3	$898K	Buy
2024 Q2	$327K	Hold
2024 Q1	$327K	Sell
2023 Q4	$324K	Buy