Merkkuri Wealth 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
2025 Q2	–	Sell	-2,604	Closed	-$244K	–	86
2025 Q1	$244K	Buy	2,604 +294	+13%	+$27.5K	0.21%	78
2024 Q4	$205K	Sell	2,310 -342	-13%	-$30.4K	0.16%	82
2024 Q3	$242K	Sell	2,652 -691	-21%	-$63.1K	0.19%	78
2024 Q2	$281K	Buy	+3,343	New	+$281K	0.26%	66