Perissos Private Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$260K Hold
2025
Q1
$259K Hold
2024
Q4
$246K Hold
2024
Q3
$252K Sell
2024
Q2
$262K Hold
2024
Q1
$260K Buy