Legacy 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
$11.8M Buy
125,541
+19,271
+18% +$1.81M 9.34% 4
2025
Q1
$9.95M Buy
+106,270
New +$9.95M 8.4% 4