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

Holistic Planning’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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