Perfromance Wealth Partners’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
$2.86M Buy
+30,477
New +$2.86M 0.09% 39
2022
Q1
Sell
-2,501
Closed -$202K 189
2021
Q4
$202K Buy
+2,501
New +$202K 0.01% 175