Rothschild Investment LLC’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 | $173K | Hold |
1,844
| – | – | 0.01% | 540 |
|
|
2025
Q1 | $173K | Hold |
1,844
| – | – | 0.01% | 527 |
|
|
2024
Q4 | $164K | Hold |
1,844
| – | – | 0.01% | 547 |
|
|
2024
Q3 | $168K | Buy |
1,844
+1,746
| +1,782% | +$159K | 0.01% | 548 |
|
|
2024
Q2 | $8.23K | Hold |
98
| – | – | ﹤0.01% | 1134 |
|
|
2024
Q1 | $8.19K | Hold |
98
| – | – | ﹤0.01% | 1077 |
|
|
2023
Q4 | $7.65K | Sell |
98
-3,141
| -97% | -$245K | ﹤0.01% | 1026 |
|
|
2023
Q3 | $234K | Buy |
+3,239
| New | +$234K | 0.02% | 422 |
|