Trueblood Wealth Management’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
2025
Q2
$229K Buy
2,442
+12
+0.5% +$1.13K 0.1% 224
2025
Q1
$228K Buy
2,430
+16
+0.7% +$1.5K 0.11% 211
2024
Q4
$214K Hold
2,414
0.11% 215
2024
Q3
$220K Buy
+2,414
New +$220K 0.11% 212