Wealth Management Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$420K Hold
2023
Q2
$431K Sell
2023
Q1
$814K Sell
2022
Q4
$965K Sell
2022
Q3
$960K Sell
2022
Q2
$1.12M Sell
2022
Q1
$1.51M Sell
2021
Q4
$3.77M Buy