WealthPlan Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

WealthPlan Investment Management’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$454K	Sell
2025 Q2	$478K	Buy
2023 Q3	–	Sell
2023 Q2	$69K	Hold
2023 Q1	$67.5K	Sell
2022 Q4	$948K	Buy
2022 Q3	$875K	Buy
2022 Q1	$678K	Buy