Kerntke Otto McGlone Wealth Management Group’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
Q2 | $912K | Buy |
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|
2025
Q1 | $909K | Buy |
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|
2024
Q4 | $859K | Hold |
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|
2024
Q3 | $884K | Sell |
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|
2024
Q2 | $845K | Sell |
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|
2024
Q1 | $852K | Sell |
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|
2023
Q4 | $804K | Sell |
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|
2023
Q3 | $783K | Sell |
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|
2023
Q2 | $843K | Buy |
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|
2023
Q1 | $822K | Sell |
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|
2022
Q4 | $853K | Buy |
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|
2022
Q3 | $778K | Sell |
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|
2022
Q2 | $948K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.37M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.56M | Buy |
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|
2021
Q1 | $3.06M | Buy |
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|
2020
Q4 | $2.78M | Buy |
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|
2020
Q3 | $2.12M | Buy |
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|
2020
Q2 | $1.87M | Buy |
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|
2020
Q1 | $1.53M | Buy |
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|
2019
Q4 | $1.16M | Buy |
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