Shared Vision Wealth Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Shared Vision Wealth Group’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Sell
2025 Q1	$268K	Buy
2024 Q4	$208K	Sell
2024 Q3	$244K	Sell
2024 Q2	$227K	Sell
2024 Q1	$336K	Sell
2023 Q4	$814K	Buy