Tower Wealth Partners’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10,868	Closed	-$400K	–	52
2021 Q1	$400K	Sell	10,868 -219,022	-95%	-$8.06M	0.52%	33
2020 Q4	$7.79M	Buy	+229,890	New	+$7.79M	8.92%	5