Apexium Financial’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
Q2 | $5.35M | Sell |
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|
2025
Q1 | $5.42M | Sell |
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|
2024
Q4 | $5.22M | Sell |
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|
2024
Q3 | $5.44M | Sell |
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|
2024
Q2 | $5.2M | Sell |
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|
2024
Q1 | $5.25M | Sell |
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|
2023
Q4 | $5.11M | Sell |
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|
2023
Q3 | $4.93M | Sell |
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|
2023
Q2 | $5.06M | Buy |
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|
2023
Q1 | $4.93M | Sell |
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|
2022
Q4 | $4.97M | Sell |
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|
2022
Q3 | $4.77M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $233K | Sell |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q3 | $219K | Sell |
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|
2021
Q2 | $225K | Buy |
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|
2021
Q1 | $208K | Sell |
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|
2020
Q4 | $339K | Sell |
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|
2020
Q3 | $340K | Buy |
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|
2020
Q2 | $322K | Buy |
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|
2020
Q1 | $222K | Sell |
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|
2019
Q4 | $502K | Buy |
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