BCS 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 | $276K | Sell |
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|
2025
Q1 | $565K | Sell |
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|
2024
Q4 | $631K | Sell |
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|
2024
Q3 | $732K | Buy |
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|
2024
Q2 | $672K | Hold |
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|
2024
Q1 | $669K | Sell |
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|
2023
Q4 | $750K | Buy |
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|
2023
Q3 | $679K | Sell |
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|
2023
Q2 | $708K | Sell |
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|
2023
Q1 | $783K | Sell |
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|
2022
Q4 | $952K | Sell |
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|
2022
Q3 | $881K | Sell |
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|
2022
Q2 | $941K | Buy |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $1.32M | Sell |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | $1.05M | Buy |
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|
2019
Q4 | $933K | Buy |
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