Panoramic Investment Advisors’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
2024 Q1	$557K	Sell	6,670 -106	-2%	-$8.86K	0.41%	54
2023 Q4	$529K	Sell	6,776 -2,506	-27%	-$196K	0.46%	54
2023 Q3	$672K	Buy	+9,282	New	+$672K	0.62%	44