Legacy Financial Group (Iowa)’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
2023 Q4	–	Sell	-33,907	Closed	-$2.45M	–	486
2023 Q3	$2.45M	Sell	33,907 -6,630	-16%	-$480K	0.58%	31
2023 Q2	$3.01M	Buy	40,537 +13,822	+52%	+$1.03M	0.78%	28
2023 Q1	$1.94M	Buy	26,715 +11,635	+77%	+$846K	0.53%	30
2022 Q4	$1.09M	Buy	+15,080	New	+$1.09M	0.33%	31