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

Trademark Financial Management’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$360K	Sell
2025 Q2	$2.85M	Buy
2025 Q1	$274K	Sell
2024 Q4	$262K	Buy
2024 Q3	$267K	Buy
2024 Q2	$244K	Sell
2024 Q1	$306K	Sell
2023 Q4	$323K	Buy