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Martel Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Martel Wealth Advisors’s Portfolio USMV Stock Details USMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,130
Closed -$205K – 43
2019
Q4 		$205K Sell
3,130
-18
-0.6% -$1.18K 0.07% 40
2019
Q3 		$202K Sell
3,148
-351
-10% -$22.5K 0.07% 38
2019
Q2 		$216K Buy
+3,499
New +$216K 0.08% 38