PS
Principal Securities’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.28M | Sell |
88,181
-5,138
| -6% | -$482K | 0.16% | 125 |
|
|
2025
Q1 | $8.29M | Buy |
93,319
+2,237
| +2% | +$199K | 0.19% | 106 |
|
|
2024
Q4 | $8.09M | Sell |
91,082
-4,738
| -5% | -$421K | 0.18% | 109 |
|
|
2024
Q3 | $8.75M | Sell |
95,820
-20,190
| -17% | -$1.84M | 0.21% | 92 |
|
|
2024
Q2 | $9.74M | Sell |
116,010
-27,015
| -19% | -$2.27M | 0.27% | 70 |
|
|
2024
Q1 | $12M | Buy |
143,025
+10,229
| +8% | +$855K | 0.37% | 52 |
|
|
2023
Q4 | $10.4M | Buy |
+132,796
| New | +$10.4M | 0.39% | 53 |
|