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

Rockport 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
2024
Q4 		– Sell
-2,350
Closed -$215K – 74
2024
Q3 		$215K Sell
2,350
-1,040
-31% -$95K 0.06% 67
2024
Q2 		$285K Hold
3,390
– – 0.12% 57
2024
Q1 		$283K Buy
+3,390
New +$283K 0.19% 51