Axxcess 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 | $4.58M | Sell |
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|
2025
Q1 | $4.99M | Sell |
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|
2024
Q4 | $6.77M | Sell |
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|
2024
Q3 | $7.49M | Sell |
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|
2024
Q2 | $11.4M | Sell |
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|
2024
Q1 | $12.1M | Sell |
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|
2023
Q4 | $11.8M | Sell |
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|
2023
Q3 | $17.9M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $230K | Buy |
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