Keeler & Nadler Financial Planning & Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Keeler & Nadler Financial Planning & Wealth 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 Q2	$7.67M	Sell
2025 Q1	$7.65M	Sell
2024 Q4	$7.76M	Sell
2024 Q3	$9.18M	Sell
2024 Q2	$9.97M	Sell
2024 Q1	$11.9M	Sell
2023 Q4	$14.1M	Buy
2022 Q4	$14.1M	Buy
2021 Q4	$14.8M	Buy