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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,362	Closed	-$653K	–	133
2023 Q4	$653K	Sell	8,362 -50,539	-86%	-$3.77M	0.02%	101
2023 Q3	$4.26M	Buy	58,901 +28,941	+97%	+$2.16M	0.17%	58
2023 Q2	$2.2M	Buy	29,960 +1,881	+7%	+$137K	0.09%	72
2023 Q1	$2.04M	Buy	28,079 +9,745	+53%	+$700K	0.11%	67
2022 Q4	$1.3M	Sell	18,334 -52,547	-74%	-$3.74M	0.06%	78
2022 Q3	$5.16M	Buy	70,881 +60,520	+584%	+$4.36M	0.27%	43
2022 Q2	$911K	Buy	10,361 +1,656	+19%	+$121K	0.05%	76
2022 Q1	$785K	Sell	8,705 -2,740	-24%	-$207K	0.04%	78
2021 Q4	$886K	Buy	+11,445	New	+$886K	0.04%	75
2021 Q2	–	Sell	-3,417	Closed	-$236K	–	85
2021 Q1	$236K	Sell	3,417 -5,543	-62%	-$375K	0.01%	73
2020 Q4	$608K	Buy	8,960 +2,526	+39%	+$166K	0.04%	65
2020 Q3	$408K	Buy	6,434 +2,518	+64%	+$160K	0.04%	65
2020 Q2	$237K	Buy	+3,916	New	+$232K	0.03%	62