Altus Wealth Group’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 | $641K | Sell |
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|
2025
Q2 | $641K | Sell |
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|
2025
Q1 | $662K | Sell |
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|
2024
Q4 | $4.3M | Sell |
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|
2024
Q3 | $4.77M | Sell |
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|
2024
Q2 | $5.02M | Sell |
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|
2024
Q1 | $6.44M | Sell |
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|
2023
Q4 | $6.51M | Sell |
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|
2023
Q3 | $6.07M | Buy |
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|
2023
Q2 | $6.2M | Buy |
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|
2023
Q1 | $5.98M | Sell |
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|
2022
Q4 | $5.93M | Buy |
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|
2022
Q3 | $4.27M | Hold |
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|
2022
Q2 | $4.27M | Sell |
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|
2022
Q1 | $6.03M | Sell |
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|
2021
Q4 | $6.77M | Buy |
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|
2021
Q3 | $4.27M | Sell |
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|
2021
Q2 | $4.71M | Buy |
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|
2021
Q1 | $4.58M | Sell |
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|
2020
Q4 | $4.95M | Buy |
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