OWMIAS

One Wealth Management Investment & Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,711	Closed	-$728K	–	149
2024 Q1	$728K	Sell	8,711 -8,508	-49%	-$711K	0.3%	54
2023 Q4	$1.34M	Buy	+17,219	New	+$1.34M	0.6%	36