Mosaic Financial Group’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
Q3
$321K Hold
2025
Q2
$317K Sell
2025
Q1
$342K Hold
2024
Q4
$324K Sell
2024
Q3
$415K Hold
2024
Q2
$382K Hold
2024
Q1
$380K Buy