Austin Private Wealth’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 | $555K | Buy |
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|
2025
Q2 | $522K | Sell |
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|
2025
Q1 | $684K | Sell |
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|
2024
Q4 | $771K | Buy |
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|
2024
Q3 | $789K | Sell |
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|
2024
Q2 | $759K | Sell |
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|
2024
Q1 | $794K | Sell |
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|
2023
Q4 | $5.67M | Sell |
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|
2023
Q3 | $7.42M | Sell |
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|
2023
Q2 | $8.95M | Buy |
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|
2023
Q1 | $7.99M | Buy |
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|
2022
Q4 | $5.5M | Buy |
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|
2022
Q3 | $4.53M | Buy |
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|
2022
Q2 | $3.14M | Buy |
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|
2022
Q1 | $2.87M | Sell |
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|
2021
Q4 | $3.36M | Buy |
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|
2021
Q3 | $997K | Buy |
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|
2021
Q2 | $731K | Sell |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $2.33M | Buy |
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|
2020
Q3 | $1.58M | Buy |
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|
2020
Q2 | $1.1M | Buy |
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|
2020
Q1 | $277K | Hold |
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|
2019
Q4 | $337K | Buy |
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