Impact Partnership Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-413	Closed	-$34.5K	–	666
2024 Q1	$34.5K	Sell	413 -10,604	-96%	-$886K	0.01%	348
2023 Q4	$860K	Sell	11,017 -42,458	-79%	-$3.31M	0.31%	37
2023 Q3	$3.87M	Buy	53,475 +53,067	+13,007%	+$3.84M	1.2%	15
2023 Q2	$30.3K	Buy	+408	New	+$30.3K	0.01%	296