Atticus 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
Q2 | $17.6K | Hold |
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2025
Q1 | $17.6K | Hold |
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|
2024
Q4 | $16.7K | Hold |
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|
2024
Q3 | $17.2K | Sell |
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|
2024
Q2 | $16.5K | Sell |
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|
2024
Q1 | $21.7K | Sell |
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|
2023
Q4 | $86.2K | Sell |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $476K | Sell |
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|
2023
Q1 | $532K | Sell |
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|
2022
Q4 | $753K | Sell |
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|
2022
Q3 | $1.12M | Hold |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.1M | Buy |
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