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SWM Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

SWM Advisors’s Portfolio USMV Stock Details USMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-17,768
Closed -$1.37M – 33
2021
Q4 		$1.37M Buy
+17,768
New +$1.37M 1.19% 7