RMAM
Raab & Moskowitz Asset Management’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 | $285K | Buy |
3,031
+562
| +23% | +$52.8K | 0.07% | 168 |
|
|
2025
Q1 | $231K | Buy |
+2,469
| New | +$231K | 0.06% | 165 |
|
|
2022
Q2 | – | Sell |
-2,775
| Closed | -$215K | – | 167 |
|
|
2022
Q1 | $215K | Hold |
2,775
| – | – | 0.07% | 158 |
|
|
2021
Q4 | $224K | Sell |
2,775
-86
| -3% | -$6.94K | 0.07% | 160 |
|
|
2021
Q3 | $210K | Buy |
2,861
+15
| +0.5% | +$1.1K | 0.08% | 156 |
|
|
2021
Q2 | $209K | Sell |
2,846
-140
| -5% | -$10.3K | 0.08% | 156 |
|
|
2021
Q1 | $206K | Sell |
2,986
-67
| -2% | -$4.62K | 0.08% | 150 |
|
|
2020
Q4 | $207K | Buy |
+3,053
| New | +$207K | 0.08% | 145 |
|
|
2020
Q2 | – | Sell |
-3,882
| Closed | -$209K | – | 141 |
|
|
2020
Q1 | $209K | Buy |
3,882
+516
| +15% | +$27.8K | 0.11% | 131 |
|
|
2019
Q4 | $220K | Hold |
3,366
| – | – | 0.09% | 151 |
|
|
2019
Q3 | $215K | Buy |
3,366
+40
| +1% | +$2.56K | 0.09% | 149 |
|
|
2019
Q2 | $205K | Buy |
+3,326
| New | +$205K | 0.09% | 154 |
|
|
2019
Q1 | – | Sell |
-4,926
| Closed | -$258K | – | 174 |
|
|
2018
Q4 | $258K | Buy |
+4,926
| New | +$258K | 0.13% | 137 |
|