LifePlan Investment Advisors’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
2024 Q1	–	Sell	-3,491	Closed	-$272K	–	88
2023 Q4	$272K	Sell	3,491 -925	-21%	-$72.2K	0.25%	56
2023 Q3	$320K	Buy	4,416 +934	+27%	+$67.6K	0.34%	48
2023 Q2	$259K	Buy	+3,482	New	+$259K	0.29%	50