Medallion Wealth Advisors, LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Medallion Wealth Advisors, LLC’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	$151K	Buy
2025 Q4	$153K	Sell
2025 Q3	$157K	Buy
2025 Q2	$155K	Sell
2025 Q1	$171K	Hold
2024 Q4	$163K	Buy