Schrum Private Wealth Management’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 | $883K | Buy |
|
|||||
|
2025
Q1 | $869K | Sell |
|
|||||
|
2024
Q4 | $1.01M | Sell |
|
|||||
|
2024
Q3 | $1.84M | Buy |
|
|||||
|
2024
Q2 | $990K | Sell |
|
|||||
|
2024
Q1 | $1.01M | Buy |
|
|||||
|
2023
Q4 | $780K | Sell |
|
|||||
|
2023
Q3 | $833K | Hold |
|
|||||
|
2023
Q2 | $856K | Sell |
|
|||||
|
2023
Q1 | $839K | Buy |
|
|||||
|
2022
Q4 | $791K | Buy |
|
|||||
|
2022
Q3 | $716K | Buy |
|
|||||
|
2022
Q2 | $760K | Buy |
|
|||||
|
2022
Q1 | $812K | Buy |
|
|||||
|
2021
Q4 | $839K | Buy |
|