KMS Financial Services’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
2014
Q3
$505K Buy
13,382
+54
+0.4% +$2.04K 0.07% 261
2014
Q2
$496K Sell
13,328
-4,557
-25% -$170K 0.07% 274
2014
Q1
$645K Sell
17,885
-12,590
-41% -$454K 0.1% 217
2013
Q4
$1.08M Buy
+30,475
New +$1.08M 0.18% 129