BSTWA
USMV icon

Blake Schutter Theil Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio USMV Stock Details USMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.47M Sell
26,301
-181
-0.7% -$17K 2.8% 6
2025
Q1 		$2.48M Hold
26,482
– – 2.82% 6
2024
Q4 		$2.35M Sell
26,482
-264
-1% -$23.4K 2.48% 7
2024
Q3 		$2.44M Buy
+26,746
New +$2.44M 1.75% 10