WMS Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

WMS Partners’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
2024 Q3	–	Sell
2024 Q2	$217K	Hold
2024 Q1	$216K	Hold
2023 Q4	$202K	Buy
2022 Q2	–	Sell
2022 Q1	$201K	Hold
2021 Q4	$209K	Sell
2021 Q3	$205K	Buy