Dakota Wealth Management

Position in USMV — iShares MSCI USA Min Vol Factor ETF

CIK 1631353 PALM BEACH GARDENS, FL

All Filings in USMV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 USMV	$5,433,822	58,592	-3.1%	Shares	Sole	2026-05-07
2025-12-31 USMV	$5,690,842	60,438	+0.1%	Shares	Sole	2026-01-13
2025-09-30 USMV	$5,743,506	60,369	-8.7%	Shares	Sole	2025-11-10
2025-06-30 USMV	$6,204,994	66,102	-2.6%	Shares	Sole	2025-07-16
2025-03-31 USMV	$6,359,045	67,895	-3.5%	Shares	Sole	2025-05-02
2024-12-31 USMV	$6,245,577	70,341	+1.2%	Shares	Sole	2025-01-17
2024-09-30 USMV	$6,347,049	69,511	-5.4%	Shares	Sole	2024-10-23
2024-06-30 USMV	$6,169,884	73,486	-62.6%	Shares	Sole	2024-07-22
2024-03-31 USMV	$16,404,246	196,270	+1.8%	Shares	Sole	2024-04-24
2023-12-31 USMV	$15,046,134	192,825	+5.1%	Shares	Sole	2024-01-30
2023-09-30 USMV	$13,276,373	183,426	-2.8%	Shares	Sole	2023-10-24
2023-06-30 USMV	$14,031,868	188,778	+2.5%	Shares	Sole	2023-07-31
2023-03-31 USMV	$13,391,797	184,105	-39.7%	Shares	Sole	2023-04-14
2022-12-31 USMV	$22,008,597	305,251	+12.4%	Shares	Sole	2023-02-08
2022-09-30 USMV	$17,952,561	271,597	+72.4%	Shares	Sole	2022-11-10
2022-06-30 USMV	$11,062,708	157,566	+43.6%	Shares	Sole	2022-08-05
2022-03-31 USMV	$8,509,196	109,697	+4.4%	Shares	Sole	2022-05-13
2021-12-31 USMV	$8,501,538	105,087	+5.4%	Shares	Sole	2022-02-10
2021-09-30 USMV	$7,329,346	99,719	+1.9%	Shares	Sole	2021-11-15
2021-06-30 USMV	$7,202,959	97,853	+17.8%	Shares	Sole	2021-08-02
2021-03-31 USMV	$5,746,575	83,055	+62.4%	Shares	Sole	2021-05-10
2020-12-31 USMV	$3,471,926	51,148	-46.6%	Shares	Sole	2021-02-12
2020-09-30 USMV	$6,104,441	95,786	+8.0%	Shares	Sole	2020-11-04
2020-06-30 USMV	$5,375,880	88,667	+5.1%	Shares	Sole	2020-08-07
2020-03-31 USMV	$4,556,391	84,362	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.