Kozak & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kozak & Associates’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$20.9K	Hold
2025 Q1	$20.3K	Hold
2024 Q4	$19.9K	Hold
2024 Q3	$20.7K	Hold
2024 Q2	$18.7K	Hold
2024 Q1	$18.7K	Buy
2023 Q3	–	Sell
2023 Q2	$3.19K	Buy