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Milestone Asset Management Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Milestone Asset Management Group’s Portfolio USMV Stock Details USMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.75M Buy
29,344
+244
+0.8% +$22.9K 2.04% 17
2025
Q1 		$2.73M Buy
29,100
+1,402
+5% +$131K 2.46% 14
2024
Q4 		$2.46M Buy
+27,698
New +$2.46M 2.2% 15