Lion Street Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Lion Street Advisors’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
2025 Q2	$530K	Buy
2025 Q1	$486K	Buy
2024 Q4	$212K	Sell
2024 Q3	$243K	Buy
2024 Q2	$220K	Sell
2024 Q1	$217K	Hold
2023 Q4	$217K	Sell
2023 Q3	$286K	Buy
2023 Q2	$205K	Buy
2020 Q2	–	Sell
2020 Q1	$31K	Buy