Bartlett & Co 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
Q3 | $328K | Sell |
|
|||||
|
2025
Q2 | $394K | Hold |
|
|||||
|
2025
Q1 | $393K | Sell |
|
|||||
|
2024
Q4 | $392K | Buy |
|
|||||
|
2024
Q3 | $395K | Buy |
|
|||||
|
2024
Q2 | $357K | Hold |
|
|||||
|
2024
Q1 | $355K | Sell |
|
|||||
|
2023
Q4 | $366K | Buy |
|
|||||
|
2023
Q3 | $297K | Sell |
|
|||||
|
2023
Q2 | $413K | Buy |
|
|||||
|
2023
Q1 | $67.5K | Hold |
|
|||||
|
2022
Q4 | $66.9K | Hold |
|
|||||
|
2022
Q3 | $61.3K | Hold |
|
|||||
|
2022
Q2 | $65.2K | Hold |
|
|||||
|
2022
Q1 | $72K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $68.2K | Buy |
|