The Family Firm’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
2024
Q3
Sell
-524
Closed -$44K 808
2024
Q2
$44K Buy
+524
New +$44K 0.01% 428