Beacon Financial Advisory’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 | $943K | Buy |
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|
2025
Q1 | $929K | Sell |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $1.9M | Sell |
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|
2023
Q2 | $2.28M | Sell |
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|
2023
Q1 | $2.68M | Sell |
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|
2022
Q4 | $2.74M | Sell |
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|
2022
Q3 | $3M | Buy |
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|
2022
Q2 | $3.05M | Buy |
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|
2022
Q1 | $3.33M | Sell |
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|
2021
Q4 | $3.66M | Buy |
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|
2021
Q3 | $3.29M | Sell |
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|
2021
Q2 | $3.32M | Sell |
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|
2021
Q1 | $3.48M | Sell |
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|
2020
Q4 | $4.28M | Buy |
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|
2020
Q3 | $2.5M | Buy |
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|
2020
Q2 | $2.05M | Sell |
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|
2020
Q1 | $1.85M | Buy |
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|
2019
Q4 | $2.1M | Buy |
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