Stonebrook Private’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Stonebrook Private’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	$743K	Buy
2025 Q1	$738K	Buy
2024 Q4	$315K	Sell
2024 Q3	$434K	Sell
2024 Q2	$1.52M	Sell
2024 Q1	$2.83M	Sell
2023 Q4	$2.91M	Buy