Professional Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$676K	Buy	7,007 +161	+2%	+$15.3K	0.12%	85
2026 Q1	$635K	Sell	6,846 -11	-0.2%	-$1.04K	0.13%	88
2025 Q4	$646K	Buy	6,857 +20	+0.3%	+$1.88K	0.13%	78
2025 Q3	$651K	Buy	6,837 +18	+0.3%	+$1.69K	0.14%	79
2025 Q2	$640K	Buy	6,819 +16	+0.2%	+$1.47K	0.15%	77
2025 Q1	$637K	Buy	6,803 +1,245	+22%	+$115K	0.16%	74
2024 Q4	$494K	Sell	5,558 -72	-1%	-$6.61K	0.13%	82
2024 Q3	$514K	Buy	5,630 +7	+0.1%	+$617	0.13%	78
2024 Q2	$472K	Sell	5,623 -48	-0.8%	-$3.96K	0.13%	76
2024 Q1	$474K	Buy	5,671 +21	+0.4%	+$1.69K	0.14%	76
2023 Q4	$441K	Buy	5,650 +191	+3%	+$14.3K	0.15%	69
2023 Q3	$395K	Hold	5,459	–	–	0.18%	72
2023 Q2	$406K	Buy	5,459 +30	+0.6%	+$2.19K	0.21%	60
2023 Q1	$421K	Buy	5,429 +55	+1%	+$3.95K	0.25%	48
2022 Q4	$387K	Sell	5,374 -61	-1%	-$4.34K	0.26%	62
2022 Q3	$359K	Buy	5,435 +24	+0.4%	+$1.73K	0.22%	64
2022 Q2	$380K	Sell	5,411 -18	-0.3%	-$1.32K	0.21%	69
2022 Q1	$421K	Buy	5,429 +86	+2%	+$6.51K	0.18%	62
2021 Q4	$432K	Buy	5,343 +15	+0.3%	+$1.16K	0.19%	69
2021 Q3	$392K	Buy	5,328 +19	+0.4%	+$1.45K	0.22%	61
2021 Q2	$391K	Buy	5,309 +92	+2%	+$6.65K	0.22%	57
2021 Q1	$361K	Buy	5,217 +198	+4%	+$13.4K	0.22%	71
2020 Q4	$341K	Sell	5,019 -19	-0.4%	-$1.25K	0.27%	73
2020 Q3	$311K	Sell	5,038 -237	-4%	-$15K	0.29%	63
2020 Q2	$320K	Sell	5,275 -1,789	-25%	-$106K	0.42%	48
2020 Q1	$417K	Sell	7,064 -22,392	-76%	-$1.42M	0.75%	37
2019 Q4	$1.93M	Buy	+29,456	New	+$1.89M	1.83%	15