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Ridgeline Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ridgeline Wealth’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$295K Sell
3,138
-2,889
-48% -$271K 0.24% 39
2025
Q1 		$564K Sell
6,027
-153
-2% -$14.3K 0.48% 28
2024
Q4 		$549K Buy
+6,180
New +$549K 0.45% 30