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United Advisor Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

United Advisor Group’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$797K Buy
8,493
+4,680
+123% +$439K 0.14% 157
2025
Q1 		$357K Sell
3,813
-1,208
-24% -$113K 0.07% 249
2024
Q4 		$446K Sell
5,021
-2,045
-29% -$182K 0.09% 215
2024
Q3 		$645K Buy
+7,066
New +$645K 0.15% 149