Leavell Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$876K Buy
9,334
+1,478
+19% +$139K 0.04% 317
2025
Q1
$736K Buy
7,856
+3,147
+67% +$295K 0.04% 324
2024
Q4
$418K Buy
4,709
+1,345
+40% +$119K 0.02% 403
2024
Q3
$307K Buy
3,364
+615
+22% +$56.2K 0.02% 459
2024
Q2
$231K Buy
+2,749
New +$231K 0.01% 474