JWM
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JFG Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

JFG Wealth Management’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,362
Closed -$742K – 96
2024
Q4 		$742K Sell
8,362
-296
-3% -$26.3K 0.17% 46
2024
Q3 		$791K Buy
+8,658
New +$791K 0.22% 33