XY Planning Network’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
$678K Buy
7,226
+2,600
+56% +$244K 0.23% 94
2025
Q1
$433K Buy
+4,626
New +$433K 0.29% 70