KWS
Keystone Wealth Services’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 | $1.38M | Sell |
14,680
-67
| -0.5% | -$6.29K | 0.33% | 71 |
|
|
2025
Q1 | $1.38M | Sell |
14,747
-344
| -2% | -$32.2K | 0.37% | 64 |
|
|
2024
Q4 | $1.34M | Sell |
15,091
-388
| -3% | -$34.5K | 0.35% | 64 |
|
|
2024
Q3 | $1.41M | Buy |
15,479
+15
| +0.1% | +$1.37K | 0.39% | 63 |
|
|
2024
Q2 | $1.3M | Sell |
15,464
-6
| -0% | -$504 | 0.4% | 63 |
|
|
2024
Q1 | $1.29M | Sell |
15,470
-271
| -2% | -$22.7K | 0.42% | 58 |
|
|
2023
Q4 | $1.23M | Sell |
15,741
-3,600
| -19% | -$281K | 0.42% | 61 |
|
|
2023
Q3 | $1.4M | Sell |
19,341
-13,158
| -40% | -$952K | 0.53% | 45 |
|
|
2023
Q2 | $2.42M | Sell |
32,499
-3,845
| -11% | -$286K | 0.9% | 25 |
|
|
2023
Q1 | $2.64M | Buy |
36,344
+3,937
| +12% | +$286K | 1.08% | 20 |
|
|
2022
Q4 | $2.34M | Sell |
32,407
-1,283
| -4% | -$92.5K | 1.02% | 24 |
|
|
2022
Q3 | $2.23M | Buy |
33,690
+6,096
| +22% | +$403K | 1.05% | 21 |
|
|
2022
Q2 | $1.94M | Sell |
27,594
-1,296
| -4% | -$91K | 0.87% | 23 |
|
|
2022
Q1 | $2.24M | Sell |
28,890
-2,704
| -9% | -$210K | 0.89% | 25 |
|
|
2021
Q4 | $2.56M | Buy |
+31,594
| New | +$2.56M | 1.04% | 24 |
|