Optimist Retirement Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Optimist Retirement Group’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$255K	Hold
2025 Q1	$254K	Hold
2024 Q4	$241K	Hold
2024 Q3	$248K	Hold
2024 Q2	$228K	Hold
2024 Q1	$227K	Hold
2023 Q4	$212K	Buy