BMM
Berkshire Money 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 | $25.4M | Buy |
+270,650
| New | +$25.4M | 2.67% | 11 |
|
|
2022
Q4 | – | Sell |
-32,090
| Closed | -$2.12M | – | 47 |
|
|
2022
Q3 | $2.12M | Sell |
32,090
-27,084
| -46% | -$1.79M | 0.36% | 29 |
|
|
2022
Q2 | $4.16M | Buy |
+59,174
| New | +$4.16M | 0.69% | 22 |
|
|
2020
Q1 | – | Sell |
-113,161
| Closed | -$7.42M | – | 85 |
|
|
2019
Q4 | $7.42M | Sell |
113,161
-5,387
| -5% | -$353K | 1.45% | 14 |
|
|
2019
Q3 | $7.6M | Sell |
118,548
-67
| -0.1% | -$4.3K | 1.57% | 14 |
|
|
2019
Q2 | $7.32M | Sell |
118,615
-7,935
| -6% | -$490K | 1.55% | 14 |
|
|
2019
Q1 | $7.44M | Sell |
126,550
-311,396
| -71% | -$18.3M | 1.65% | 13 |
|
|
2018
Q4 | $22.9M | Buy |
+437,946
| New | +$22.9M | 5.71% | 6 |
|
|
2016
Q4 | – | Sell |
-144,936
| Closed | -$6.58M | – | 29 |
|
|
2016
Q3 | $6.58M | Sell |
144,936
-179,678
| -55% | -$8.16M | 2.02% | 12 |
|
|
2016
Q2 | $15M | Buy |
+324,614
| New | +$15M | 5.15% | 7 |
|