Berkshire Money Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.65M Sell
2025
Q2
$25.4M Buy
2022
Q4
Sell
2022
Q3
$2.12M Sell
2022
Q2
$4.16M Buy
2020
Q1
Sell
2019
Q4
$7.42M Sell
2019
Q3
$7.6M Sell
2019
Q2
$7.32M Sell
2019
Q1
$7.44M Sell
2018
Q4
$22.9M Buy
2016
Q4
Sell
2016
Q3
$6.58M Sell
2016
Q2
$15M Buy