Higgins & Schmidt Wealth Strategies LLC Ishares Msci Usa Min Vol Facto Transaction History

Higgins & Schmidt Wealth Strategies LLC

$181 Billion
Q2 2025

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 5,568 shares of USMV stock, worth $531,354. This represents 0.29% of its overall portfolio holdings.

Number of Shares

5,568

Previous 7,320 23.93%

Holding current value

$531,354

Previous $686 Million 23.76%

% of portfolio

0.29%

Previous 0.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 03, 2025	SELL	$85.42 - $94.39 $149,655 - $165,371	-1,752 Reduced 23.93%	5,568 $523 Million
Q4 2024 Mar 25, 2025	SELL	$88.59 - $94.57 $125,797 - $134,289	-1,420 Reduced 16.25%	7,320 $650 Million
Q3 2024 Mar 25, 2025	SELL	$83.76 - $91.82 $11,726 - $12,854	-140 Reduced 1.58%	8,740 $798 Million
Q2 2024 Mar 25, 2025	SELL	$79.92 - $84.63 $16,223 - $17,179	-203 Reduced 2.23%	8,880 $746 Million
Q1 2024 Mar 25, 2025	SELL	$77.86 - $83.58 $9,732 - $10,447	-125 Reduced 1.36%	9,083 $759 Million
Q4 2023 Mar 25, 2025	BUY	$70.56 - $78.63 $649,716 - $724,025	9,208 New	9,208 $719 Million

Others Institutions Holding USMV

# of Institutions

1,462

Shares Held

197M

Call Options Held

33.3K

Put Options Held

79.7K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Higgins & Schmidt Wealth Strategies LLC Ishares Msci Usa Min Vol Facto Transaction History