Legacy Solutions LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Legacy Solutions LLC’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
2026 Q2	$227K	Hold	2,350	–	–	0.18%	80
2026 Q1	$218K	Buy	2,350 +1	+0%	+$95	0.2%	73
2025 Q4	$221K	Hold	2,349	–	–	0.19%	77
2025 Q3	$223K	Sell	2,349 -55	-2%	-$5.15K	0.2%	74
2025 Q2	$226K	Sell	2,404 -524	-18%	-$48.2K	0.22%	71
2025 Q1	$274K	Sell	2,928 -198	-6%	-$18.2K	0.3%	53
2024 Q4	$278K	Buy	+3,126	New	+$287K	0.3%	52

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