Morningstar Investment Services’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
2024 Q2	–	Sell	-3,700	Closed	-$308K	–	391
2024 Q1	$308K	Sell	3,700 -7,224	-66%	-$601K	﹤0.01%	285
2023 Q4	$851K	Buy	10,924 +5,369	+97%	+$418K	﹤0.01%	239
2023 Q3	$404K	Buy	+5,555	New	+$404K	0.01%	222