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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$256K	Hold
2025 Q4	$260K	Hold
2025 Q3	$263K	Hold
2025 Q2	$260K	Hold
2025 Q1	$259K	Hold
2024 Q4	$246K	Hold
2024 Q3	$252K	Sell
2024 Q2	$262K	Hold
2024 Q1	$260K	Buy