Bartlett & Co’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
2023
Q4
$366K Buy
2023
Q3
$297K Sell
2023
Q2
$413K Buy
2023
Q1
$68K Hold
2022
Q4
$67K Hold
2022
Q3
$61K Hold
2022
Q2
$65K Hold
2022
Q1
$72K Buy
2021
Q4
Sell
2021
Q3
$68K Buy