Tower Wealth Partners’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
2021
Q2
Sell
-7,131
Closed -$493K 53
2021
Q1
$493K Sell
7,131
-157,471
-96% -$10.9M 0.64% 25
2020
Q4
$11.2M Buy
+164,602
New +$11.2M 12.8% 2