LWMI
USMV icon

Legacy Wealth Management (Idaho)’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
$2.25K Hold
24
﹤0.01% 490
2025
Q1
$2.25K Hold
24
﹤0.01% 515
2024
Q4
$2.23K Buy
24
+11
+85% +$1.02K ﹤0.01% 473
2024
Q3
$1.21K Buy
+13
New +$1.21K ﹤0.01% 527