Modera Wealth Management’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	$256K	Buy	2,723 +361	+15%	+$33.9K	﹤0.01%	570
2025 Q1	$221K	Sell	2,362 -407	-15%	-$38.1K	﹤0.01%	579
2024 Q4	$246K	Buy	+2,769	New	+$246K	﹤0.01%	554
2024 Q2	–	Sell	-2,596	Closed	-$217K	–	588
2024 Q1	$217K	Buy	+2,596	New	+$217K	﹤0.01%	534