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

Walter & Keenan Wealth Management’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$212K	Hold
2024 Q3	$218K	Hold
2024 Q2	$200K	Buy
2020 Q2	–	Sell
2020 Q1	$312K	Buy
2016 Q4	–	Sell
2016 Q3	$217K	Buy