WealthShield Partners’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-5,023	Closed	-$191K	–	661
2021 Q2	$191K	Sell	5,023 -1,282	-20%	-$48.7K	0.03%	266
2021 Q1	$232K	Sell	6,305 -8,978	-59%	-$330K	0.04%	238
2020 Q4	$518K	Buy	+15,283	New	+$518K	0.1%	168