WealthGarden F.S.’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	$502K	Sell	5,418 -281	-5%	-$26K	0.42%	77
2025 Q1	$534K	Sell	5,699 -518	-8%	-$48.5K	0.51%	65
2024 Q4	$552K	Sell	6,217 -6	-0.1%	-$533	0.52%	61
2024 Q3	$568K	Sell	6,223 -142	-2%	-$13K	0.55%	59
2024 Q2	$534K	Buy	+6,365	New	+$534K	0.56%	61