BWM
Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,579
| Closed | -$209K | – | 121 |
|
|
2021
Q4 | $209K | Buy |
+2,579
| New | +$209K | 0.18% | 113 |
|
|
2021
Q2 | – | Sell |
-3,303
| Closed | -$229K | – | 122 |
|
|
2021
Q1 | $229K | Sell |
3,303
-4,214
| -56% | -$292K | 0.24% | 98 |
|
|
2020
Q4 | $510K | Buy |
+7,517
| New | +$510K | 0.5% | 47 |
|