Potentia Wealth’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	$688K	Hold	7,330	–	–	0.39%	30
2025 Q1	$687K	Sell	7,330 -5,370	-42%	-$503K	0.32%	41
2024 Q4	$1.13M	Buy	+12,700	New	+$1.13M	0.5%	31