KPP Advisory 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
2025
Q2
$391K Buy
4,167
+118
+3% +$11.1K 0.06% 218
2025
Q1
$379K Buy
+4,049
New +$379K 0.07% 210
2023
Q4
Sell
-2,911
Closed -$211K 210
2023
Q3
$211K Buy
+2,911
New +$211K 0.07% 198