MAM
USMV icon

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

Milestone Asset Management’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$488K Sell
5,062
-1,438
-22% -$136K 0.08% 186
2026
Q1 		$603K Buy
6,500
+993
+18% +$94.3K 0.11% 158
2025
Q4 		$519K Buy
5,507
+82
+2% +$7.72K 0.1% 149
2025
Q3 		$516K Sell
5,425
-71
-1% -$6.65K 0.1% 143
2025
Q2 		$516K Sell
5,496
-12
-0.2% -$1.1K 0.11% 139
2025
Q1 		$516K Buy
5,508
+85
+2% +$7.82K 0.11% 137
2024
Q4 		$482K Sell
5,423
-22
-0.4% -$2.02K 0.11% 160
2024
Q3 		$497K Sell
5,445
-9
-0.2% -$793 0.11% 136
2024
Q2 		$458K Sell
5,454
-533
-9% -$43.9K 0.11% 132
2024
Q1 		$500K Sell
5,987
-245
-4% -$19.8K 0.14% 107
2023
Q4 		$486K Sell
6,232
-1,262
-17% -$94.2K 0.16% 39
2023
Q3 		$539K Sell
7,494
-290
-4% -$21.6K 0.19% 29
2023
Q2 		$579K Buy
7,784
+9
+0.1% +$658 0.26% 23
2023
Q1 		$566K Sell
7,775
-920
-11% -$66.1K 0.32% 37
2022
Q4 		$632K Buy
+8,695
New +$619K 0.38% 28

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