Omni 360 Wealth’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
Q2
$456K Sell
2025
Q1
$481K Sell
2024
Q4
$460K Sell
2024
Q3
$474K Sell
2024
Q2
$443K Sell
2024
Q1
$483K Sell
2023
Q4
$641K Buy