Agate Pass Investment 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
Q3 | $555K | Hold |
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|
2025
Q2 | $547K | Sell |
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|
2025
Q1 | $559K | Hold |
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|
2024
Q4 | $530K | Hold |
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|
2024
Q3 | $545K | Hold |
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|
2024
Q2 | $501K | Hold |
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|
2024
Q1 | $499K | Hold |
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|
2023
Q4 | $465K | Hold |
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|
2023
Q3 | $432K | Hold |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $419K | Hold |
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|
2022
Q4 | $416K | Buy |
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|
2022
Q3 | $354K | Buy |
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|
2022
Q2 | $351K | Hold |
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|
2022
Q1 | $387K | Hold |
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|
2021
Q4 | $404K | Buy |
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