Synergy Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Synergy Asset Management’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 Q1	–	Sell
2024 Q4	$365	Buy
2022 Q2	–	Sell
2022 Q1	$5.76M	Buy
2021 Q4	$564K	Buy