Wellington Wealth Strategies’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
2024
Q1
Sell
-18,968
Closed -$1.48M 179
2023
Q4
$1.48M Buy
+18,968
New +$1.48M 1.25% 26
2020
Q4
$1.48M Buy
+18,968
New +$1.48M 1.25% 26