Waldron Private Wealth’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
2024 Q2	–	Sell	-3,197	Closed	-$267K	–	442
2024 Q1	$267K	Buy	+3,197	New	+$267K	0.01%	341