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Fiduciary Group’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
$805K Hold
8,579
0.08% 172
2025
Q1
$804K Hold
8,579
0.08% 168
2024
Q4
$762K Hold
8,579
0.08% 170
2024
Q3
$783K Hold
8,579
0.08% 164
2024
Q2
$720K Hold
8,579
0.08% 164
2024
Q1
$717K Hold
8,579
0.08% 159
2023
Q4
$669K Hold
8,579
0.08% 156
2023
Q3
$621K Hold
8,579
0.08% 144
2023
Q2
$638K Hold
8,579
0.08% 141
2023
Q1
$624K Hold
8,579
0.08% 144
2022
Q4
$619K Hold
8,579
0.08% 142
2022
Q3
$622K Hold
8,579
0.08% 141
2022
Q2
$641K Hold
8,579
0.08% 142
2022
Q1
$607K Hold
8,579
0.08% 141
2021
Q4
$694K Hold
8,579
0.08% 141
2021
Q3
$666K Hold
8,579
0.08% 140
2021
Q2
$654K Hold
8,579
0.08% 139
2021
Q1
$617K Hold
8,579
0.08% 139
2020
Q4
$583K Hold
8,579
0.08% 141
2020
Q3
$547K Hold
8,579
0.08% 134
2020
Q2
$520K Buy
+8,579
New +$520K 0.09% 130