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

Perissos Private Wealth Management’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$260K Hold
2,765
– – 0.21% 59
2025
Q1 		$259K Hold
2,765
– – 0.24% 59
2024
Q4 		$246K Hold
2,765
– – 0.18% 73
2024
Q3 		$252K Sell
2,765
-350
-11% -$32K 0.2% 73
2024
Q2 		$262K Hold
3,115
– – 0.23% 69
2024
Q1 		$260K Buy
+3,115
New +$260K 0.24% 63