Novak Financial Planning’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
2021
Q2
$540K Sell
7,335
-101
-1% -$7.44K 0.26% 84
2021
Q1
$515K Buy
7,436
+19
+0.3% +$1.32K 0.28% 80
2020
Q4
$503K Buy
+7,417
New +$503K 0.3% 79