Phillips Financial Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Phillips Financial Management’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	$46.7K	Hold
2025 Q2	$46.1K	Buy
2024 Q4	–	Sell
2024 Q3	$740	Hold
2024 Q2	$677	Hold
2024 Q1	$672	Sell
2023 Q4	$1.72K	Buy