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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$29.5M	Sell	313,896 -20,001	-6%	-$1.88M	0.63%	29
2025 Q1	$31.3M	Sell	333,897 -27,953	-8%	-$2.62M	0.79%	26
2024 Q4	$32.1M	Buy	+361,850	New	+$32.1M	0.85%	27