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Pinnacle Private Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$3.75M Buy
53,418
+4,389
+9% +$308K 1.47% 6
2022
Q1
$3.8M Sell
49,029
-2,029
-4% -$157K 1.19% 10
2021
Q4
$4.13M Buy
+51,058
New +$4.13M 1.29% 9