Petra Financial 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
2023
Q4
Sell
-2,899
Closed -$210K 126
2023
Q3
$210K Buy
+2,899
New +$210K 0.18% 116
2023
Q2
Sell
-3,199
Closed -$233K 125
2023
Q1
$233K Sell
3,199
-27
-0.8% -$1.96K 0.23% 72
2022
Q4
$233K Buy
+3,226
New +$233K 0.26% 84