Lenox Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$44K Sell
2020
Q1
$58K Buy
2019
Q4
$61K Sell
2019
Q3
$91K Buy
2019
Q2
$46K Buy
2019
Q1
$26K Buy
2018
Q4
$2K Buy