HSWS
Higgins & Schmidt Wealth Strategies’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 | $523K | Sell |
5,568
-1,752
| -24% | -$164K | 0.29% | 32 |
|
|
2025
Q1 | $686K | Hold |
7,320
| – | – | 0.4% | 25 |
|
|
2024
Q4 | $650K | Sell |
7,320
-1,420
| -16% | -$126K | 0.41% | 24 |
|
|
2024
Q3 | $798K | Sell |
8,740
-140
| -2% | -$12.8K | 0.52% | 26 |
|
|
2024
Q2 | $746K | Sell |
8,880
-203
| -2% | -$17K | 0.54% | 24 |
|
|
2024
Q1 | $759K | Sell |
9,083
-125
| -1% | -$10.4K | 0.56% | 18 |
|
|
2023
Q4 | $719K | Buy |
+9,208
| New | +$719K | 0.58% | 23 |
|