Pinnacle Wealth Planning Services’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	$810K	Buy	8,626 +758	+10%	+$71.2K	0.11%	113
2025 Q1	$737K	Buy	7,868 +374	+5%	+$35K	0.11%	109
2024 Q4	$665K	Buy	+7,494	New	+$665K	0.1%	121
2021 Q1	–	Sell	-39	Closed	-$3K	–	1853
2020 Q4	$3K	Buy	+39	New	+$3K	﹤0.01%	1865