Summit Financial Wealth Advisors’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
2020 Q2	–	Sell	-4,252	Closed	-$237K	–	131
2020 Q1	$237K	Sell	4,252 -5,699	-57%	-$318K	0.07%	106
2019 Q4	$669K	Buy	9,951 +18	+0.2%	+$1.21K	0.16%	74
2019 Q3	$633K	Buy	9,933 +19	+0.2%	+$1.21K	0.16%	84
2019 Q2	$612K	Buy	+9,914	New	+$612K	0.15%	94