Symphony Financial Services’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	$1.96M	Buy	20,864 +1,467	+8%	+$138K	1.17%	22
2025 Q1	$1.82M	Sell	19,397 -828	-4%	-$77.6K	1.19%	21
2024 Q4	$1.8M	Buy	20,225 +1,535	+8%	+$136K	1.44%	20
2024 Q3	$1.71M	Buy	18,690 +1,687	+10%	+$154K	1.45%	19
2024 Q2	$1.43M	Buy	+17,003	New	+$1.43M	1.23%	19