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Marshall & Sterling Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$228K Sell
2,436
-16
-0.7% -$1.5K 0.15% 76
2025
Q1 		$230K Sell
2,452
-420
-15% -$39.3K 0.16% 79
2024
Q4 		$255K Buy
+2,872
New +$255K 0.18% 77