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Wealth Enhancement & Preservation of GA’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wealth Enhancement & Preservation of GA’s Portfolio USMV Stock Details USMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-56,062
Closed -$3.57M – 63
2020
Q3 		$3.57M Buy
56,062
+15,154
+37% +$965K 3.68% 11
2020
Q2 		$2.48M Sell
40,908
-17,341
-30% -$1.05M 3.07% 10
2020
Q1 		$3.14M Buy
+58,249
New +$3.14M 2.98% 8