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Ipsen Advisor Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ipsen Advisor Group’s Portfolio USMV Stock Details USMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$204K Sell
2,178
-251
-10% -$23.6K 0.16% 97
2025
Q1 		$227K Sell
2,429
-102
-4% -$9.55K 0.2% 88
2024
Q4 		$225K Buy
+2,531
New +$225K 0.19% 88
2022
Q4 		$277K Buy
+3,846
New +$277K 0.32% 81