PTM Wealth Management’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
$895K Buy
9,508
+34
+0.4% +$3.2K 0.59% 16
2025
Q1
$809K Buy
+9,474
New +$809K 0.85% 13