BWM
BCGM Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
18,815
+48
| +0.3% | +$4.51K | 0.5% | 55 |
|
|
2025
Q1 | $1.76M | Sell |
18,767
-266
| -1% | -$24.9K | 0.54% | 54 |
|
|
2024
Q4 | $1.69M | Buy |
19,033
+154
| +0.8% | +$13.7K | 0.54% | 50 |
|
|
2024
Q3 | $1.72M | Sell |
18,879
-195
| -1% | -$17.8K | 0.56% | 48 |
|
|
2024
Q2 | $1.6M | Buy |
19,074
+21
| +0.1% | +$1.76K | 0.55% | 50 |
|
|
2024
Q1 | $1.59M | Buy |
19,053
+61
| +0.3% | +$5.1K | 0.57% | 49 |
|
|
2023
Q4 | $1.48M | Sell |
18,992
-249
| -1% | -$19.4K | 0.6% | 44 |
|
|
2023
Q3 | $1.39M | Sell |
19,241
-695
| -3% | -$50.3K | 0.64% | 43 |
|
|
2023
Q2 | $1.48M | Buy |
19,936
+4,452
| +29% | +$331K | 0.65% | 39 |
|
|
2023
Q1 | $1.13M | Sell |
15,484
-6,886
| -31% | -$501K | 0.57% | 44 |
|
|
2022
Q4 | $1.61M | Buy |
22,370
+6
| +0% | +$433 | 0.78% | 34 |
|
|
2022
Q3 | $1.56M | Sell |
22,364
-158
| -0.7% | -$11K | 0.78% | 33 |
|
|
2022
Q2 | $1.66M | Sell |
22,522
-763
| -3% | -$56.3K | 0.84% | 27 |
|
|
2022
Q1 | $1.71M | Buy |
23,285
+3
| +0% | +$220 | 0.93% | 26 |
|
|
2021
Q4 | $1.88M | Sell |
23,282
-24
| -0.1% | -$1.94K | 1.01% | 18 |
|
|
2021
Q3 | $1.81M | Sell |
23,306
-253
| -1% | -$19.6K | 1.01% | 19 |
|
|
2021
Q2 | $1.8M | Sell |
23,559
-1,743
| -7% | -$133K | 1.06% | 19 |
|
|
2021
Q1 | $1.83M | Sell |
25,302
-649
| -3% | -$46.9K | 1.25% | 18 |
|
|
2020
Q4 | $1.77M | Buy |
+25,951
| New | +$1.77M | 1.25% | 17 |
|