Synergy Investment Management’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	–	Sell	-153	Closed	-$14.3K	–	539
2025 Q1	$14.3K	Sell	153 -578	-79%	-$54.2K	0.01%	348
2024 Q4	$64.9K	Buy	+731	New	+$64.9K	0.03%	214