PKS Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
10,165
-1,287
-11% -$142K 0.28% 72
2025
Q1
$1.07M Buy
11,452
+177
+2% +$16.6K 0.29% 65
2024
Q4
$1M Buy
+11,275
New +$1M 0.25% 69