Beacon Capital Management LLC (Tennessee)’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 | $253K | Sell |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $273K | Sell |
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|
2024
Q3 | $288K | Buy |
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|
2024
Q2 | $245K | Buy |
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|
2024
Q1 | $193K | Sell |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $236K | Buy |
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|
2023
Q1 | $96.5K | Sell |
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|
2022
Q4 | $116K | Buy |
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|
2022
Q3 | $96K | Sell |
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|
2022
Q2 | $158K | Hold |
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|
2022
Q1 | $158K | Buy |
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