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Keystone Financial Group (Georgia)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Keystone Financial Group (Georgia)’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
Q2 		$520K Sell
5,590
-3,027
-35% -$281K 0.33% 38
2025
Q1 		$796K Sell
8,617
-704
-8% -$65K 0.56% 30
2024
Q4 		$828K Buy
+9,321
New +$828K 0.67% 25