LPAM
Lodestar Private Asset Management’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 | $2.71M | Sell |
28,828
-1,813
| -6% | -$170K | 0.31% | 62 |
|
|
2025
Q1 | $2.87M | Buy |
30,641
+258
| +0.8% | +$24.2K | 0.36% | 58 |
|
|
2024
Q4 | $2.7M | Sell |
30,383
-316
| -1% | -$28.1K | 0.34% | 62 |
|
|
2024
Q3 | $2.8M | Sell |
30,699
-1,345
| -4% | -$123K | 0.36% | 60 |
|
|
2024
Q2 | $2.69M | Sell |
32,044
-952
| -3% | -$79.9K | 0.37% | 56 |
|
|
2024
Q1 | $2.76M | Sell |
32,996
-439
| -1% | -$36.7K | 0.39% | 57 |
|
|
2023
Q4 | $2.61M | Sell |
33,435
-752
| -2% | -$58.7K | 0.4% | 57 |
|
|
2023
Q3 | $2.47M | Sell |
34,187
-1,070
| -3% | -$77.4K | 0.42% | 56 |
|
|
2023
Q2 | $2.62M | Sell |
35,257
-952
| -3% | -$70.8K | 0.44% | 56 |
|
|
2023
Q1 | $2.63M | Buy |
36,209
+644
| +2% | +$46.8K | 0.47% | 52 |
|
|
2022
Q4 | $2.56M | Buy |
+35,565
| New | +$2.56M | 0.49% | 49 |
|