Rothschild Investment LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$173K Hold
2025
Q1
$173K Hold
2024
Q4
$164K Hold
2024
Q3
$168K Buy
2024
Q2
$8.23K Hold
2024
Q1
$8.19K Hold
2023
Q4
$7.65K Sell
2023
Q3
$234K Buy