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Theory Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Theory Financial’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,881
Closed -$225K – 84
2023
Q4 		$225K Sell
2,881
-1,101
-28% -$85.9K 0.12% 66
2023
Q3 		$288K Buy
+3,982
New +$288K 0.17% 58