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

SIMA Wealth Partners’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	$204K	Hold
2025 Q4	$207K	Hold
2025 Q3	$209K	Sell
2025 Q2	$229K	Sell
2025 Q1	$232K	Hold
2024 Q4	$220K	Hold
2024 Q3	$226K	Sell
2024 Q2	$208K	Buy