Provence Wealth Management Group’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
2023
Q4
$1.23M Sell
2023
Q3
$1.32M Sell
2023
Q2
$1.49M Buy
2023
Q1
$1.06M Sell
2022
Q4
$1.3M Sell
2022
Q3
$1.26M Buy
2022
Q2
$1.04M Buy
2022
Q1
$1.1M Buy
2021
Q4
$979K Buy