Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $236K | Sell |
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|
2023
Q4 | $650K | Sell |
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|
2023
Q3 | $613K | Sell |
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|
2023
Q2 | $715K | Sell |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $1.09M | Sell |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.57M | Sell |
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|
2021
Q4 | $2.73M | Buy |
|