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

SHP Wealth Management’s Portfolio USMV Stock Details USMV Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$506K Sell
2025
Q4 		$515K Buy