SSWM
USMV icon

Strait & Sound Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Strait & Sound Wealth Management’s Portfolio USMV Stock Details USMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.07M Buy
11,418
+1,098
+11% +$103K 0.46% 51
2025
Q1 		$967K Buy
10,320
+4,390
+74% +$411K 0.45% 52
2024
Q4 		$527K Buy
5,930
+195
+3% +$17.3K 0.24% 74
2024
Q3 		$524K Buy
+5,735
New +$524K 0.25% 72