Strategic Financial Concepts’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$228K	Sell	2,429 -1,016	-29%	-$95.4K	0.03%	248
2025 Q1	$323K	Sell	3,445 -1	-0%	-$94	0.06%	226
2024 Q4	$306K	Buy	+3,446	New	+$306K	0.06%	237
2024 Q3	–	Sell	-41,826	Closed	-$110K	–	708
2024 Q2	$110K	Buy	+41,826	New	+$110K	0.06%	171