Optivise Advisory Services’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
2025 Q2	$730K	Buy	7,780 +2,323	+43%	+$218K	0.37%	67
2025 Q1	$511K	Sell	5,457 -10	-0.2%	-$937	0.29%	83
2024 Q4	$485K	Hold	5,467	–	–	0.26%	90
2024 Q3	$499K	Buy	5,467 +2	+0%	+$183	0.26%	80
2024 Q2	$459K	Buy	+5,465	New	+$459K	0.25%	86