Bourgeon Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bourgeon Capital Management’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$371K	Hold
2025 Q2	$366K	Hold
2025 Q1	$365K	Hold
2024 Q4	$346K	Hold
2024 Q3	$356K	Hold
2024 Q2	$327K	Hold
2024 Q1	$326K	Buy