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Moody Lynn & Lieberson’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Moody Lynn & Lieberson’s Portfolio USMV Stock Details USMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$226K Sell
2,407
-50
-2% -$4.69K 0.01% 238
2025
Q1 		$230K Hold
2,457
– – 0.01% 223
2024
Q4 		$218K Buy
+2,457
New +$218K 0.01% 228