BB
Berkshire Bank’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 | $12M | Buy |
127,676
+8,804
| +7% | +$826K | 2.74% | 8 |
|
|
2025
Q1 | $11.1M | Buy |
118,872
+9,398
| +9% | +$880K | 2.71% | 7 |
|
|
2024
Q4 | $9.72M | Buy |
109,474
+10,593
| +11% | +$941K | 2.26% | 9 |
|
|
2024
Q3 | $9.03M | Buy |
98,881
+34,326
| +53% | +$3.13M | 2.12% | 9 |
|
|
2024
Q2 | $5.42M | Buy |
64,555
+297
| +0.5% | +$24.9K | 1.36% | 15 |
|
|
2024
Q1 | $5.37M | Buy |
64,258
+3,282
| +5% | +$274K | 1.33% | 15 |
|
|
2023
Q4 | $4.76M | Buy |
60,976
+7,676
| +14% | +$599K | 1.26% | 18 |
|
|
2023
Q3 | $3.86M | Buy |
53,300
+6,072
| +13% | +$439K | 1.11% | 21 |
|
|
2023
Q2 | $3.51M | Buy |
47,228
+28,447
| +151% | +$2.11M | 0.97% | 26 |
|
|
2023
Q1 | $1.37M | Buy |
+18,781
| New | +$1.37M | 0.41% | 55 |
|