Higgins & Schmidt Wealth Strategies’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$530K Hold
2025
Q2
$523K Sell
2025
Q1
$686K Hold
2024
Q4
$650K Sell
2024
Q3
$798K Sell
2024
Q2
$746K Sell
2024
Q1
$759K Sell
2023
Q4
$719K Buy