Walled Lake Planning & 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 | $16.2M | Buy |
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|
2025
Q1 | $15.9M | Buy |
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|
2024
Q4 | $14.8M | Buy |
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|
2024
Q3 | $14.7M | Buy |
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|
2024
Q2 | $13.3M | Buy |
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|
2024
Q1 | $12.8M | Buy |
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|
2023
Q4 | $11.3M | Buy |
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|
2023
Q3 | $10.1M | Buy |
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|
2023
Q2 | $10.2M | Buy |
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|
2023
Q1 | $9.74M | Buy |
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|
2022
Q4 | $9.17M | Buy |
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|
2022
Q3 | $4.29M | Buy |
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