Alterna 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
Q3 | $818K | Sell |
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|
2025
Q2 | $847K | Sell |
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|
2025
Q1 | $924K | Buy |
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|
2024
Q4 | $760K | Buy |
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|
2024
Q3 | $731K | Buy |
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|
2024
Q2 | $479K | Sell |
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|
2024
Q1 | $800K | Sell |
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|
2023
Q4 | $869K | Sell |
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|
2023
Q3 | $915K | Sell |
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|
2023
Q2 | $1.87M | Sell |
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|
2023
Q1 | $1.84M | Sell |
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|
2022
Q4 | $2.82M | Buy |
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|
2022
Q3 | $1.29M | Sell |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.63M | Buy |
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|
2021
Q4 | $1.69M | Buy |
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|
2020
Q4 | $3.8M | Sell |
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|
2020
Q3 | $3.58M | Sell |
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|
2020
Q2 | $7.88M | Buy |
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|
2020
Q1 | $6.03M | Sell |
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|
2019
Q4 | $9.57M | Buy |
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|
2019
Q3 | $8.8M | Buy |
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|
2019
Q2 | $7.45M | Buy |
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|
2019
Q1 | $6.85M | Buy |
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|
2018
Q4 | $3.73M | Buy |
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