SKK
Shepherd Kaplan Krochuk’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 | $7.11M | Buy |
75,749
+2,903
| +4% | +$273K | 6.18% | 2 |
|
|
2025
Q1 | $6.82M | Buy |
72,846
+4,317
| +6% | +$404K | 5.84% | 2 |
|
|
2024
Q4 | $6.08M | Sell |
68,529
-12,440
| -15% | -$1.1M | 5.09% | 4 |
|
|
2024
Q3 | $7.39M | Sell |
80,969
-10,355
| -11% | -$946K | 5.58% | 3 |
|
|
2024
Q2 | $7.67M | Sell |
91,324
-6,366
| -7% | -$534K | 6.06% | 2 |
|
|
2024
Q1 | $8.16M | Buy |
+97,690
| New | +$8.16M | 6.52% | 2 |
|