MGB Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.35M Sell
2025
Q1
$2.36M Sell
2024
Q4
$2.25M Hold
2024
Q3
$2.31M Sell
2024
Q2
$2.22M Sell
2024
Q1
$2.22M Sell
2023
Q4
$2.11M Buy