Ascent 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
Q2 | $28.9M | Buy |
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|
2025
Q1 | $2.37M | Buy |
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|
2024
Q4 | $1.46M | Sell |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $1.77M | Sell |
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|
2024
Q1 | $2.69M | Sell |
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|
2023
Q4 | $2.67M | Sell |
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|
2023
Q3 | $3.25M | Sell |
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|
2023
Q2 | $23.2M | Buy |
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|
2023
Q1 | $5.52M | Sell |
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|
2022
Q4 | $8.52M | Buy |
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|
2022
Q3 | $4.69M | Buy |
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|
2022
Q2 | $3.04M | Buy |
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|
2022
Q1 | $3.01M | Sell |
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|
2021
Q4 | $3.2M | Buy |
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