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