Private Client Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Private Client Services’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	–	Sell
2025 Q2	$223K	Sell
2025 Q1	$245K	Buy
2024 Q4	$229K	Sell
2024 Q3	$237K	Sell
2024 Q2	$224K	Buy
2024 Q1	$223K	Sell
2023 Q4	$227K	Buy