Spectrum Wealth Counsel’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
Other funds holding USMV
Spectrum Wealth Counsel's USMV Position: Q1 2025 in Review
Spectrum Wealth Counsel increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 70% in Q1 2025, buying an estimated $95.7K and bringing the position to 2,522 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #113.
Spectrum Wealth Counsel first reported a position in USMV in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.81M in Q1 2024. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.
- Spectrum Wealth Counsel held 2,522 shares of iShares MSCI USA Min Vol Factor ETF worth $236K as of Q1 2025.
- Spectrum Wealth Counsel bought 1,040 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $95.7K.
- iShares MSCI USA Min Vol Factor ETF made up 0.03% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #113 holding.
- Spectrum Wealth Counsel first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 6 quarters since.
- Spectrum Wealth Counsel's iShares MSCI USA Min Vol Factor ETF position peaked at $2.81M in Q1 2024.
- 1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.
Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.