Optivise Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Optivise Advisory Services’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 Q3	–	Sell
2025 Q2	$730K	Buy
2025 Q1	$511K	Sell
2024 Q4	$485K	Hold
2024 Q3	$499K	Buy
2024 Q2	$459K	Buy