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

Monograph Wealth Advisors’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$212K	Buy
2023 Q3	–	Sell
2023 Q2	$202K	Buy
2023 Q1	–	Sell
2022 Q4	$333K	Buy
2022 Q2	–	Sell
2022 Q1	$211K	Hold
2021 Q4	$220K	Buy