BCWM
USMV icon

Ball & Co Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ball & Co Wealth Management’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$20.5M Buy
218,731
+5,962
+3% +$560K 21.88% 1
2025
Q1 		$19.9M Sell
212,769
-151,392
-42% -$14.2M 21.36% 1
2024
Q4 		$32.3M Buy
+364,161
New +$32.3M 25.73% 2