National Wealth Management Group’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
2022 Q3	–	Sell	-4,519	Closed	-$317K	–	155
2022 Q2	$317K	Sell	4,519 -12,721	-74%	-$893K	0.4%	71
2022 Q1	$1.34M	Sell	17,240 -5,186	-23%	-$402K	1.29%	20
2021 Q4	$1.81M	Buy	+22,426	New	+$1.81M	1.7%	14