Belpointe Asset 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 | $598K | Buy |
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|
2025
Q1 | $591K | Sell |
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|
2024
Q4 | $580K | Buy |
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|
2024
Q3 | $579K | Sell |
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|
2024
Q2 | $670K | Buy |
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|
2024
Q1 | $529K | Buy |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $258K | Buy |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $5.45M | Sell |
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|
2022
Q4 | $5.47M | Buy |
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|
2022
Q3 | $4.91M | Buy |
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|
2022
Q2 | $5.17M | Buy |
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|
2022
Q1 | $5.58M | Sell |
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|
2021
Q4 | $5.83M | Buy |
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|
2021
Q3 | $4.38M | Buy |
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|
2021
Q2 | $4.36M | Sell |
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|
2021
Q1 | $4.54M | Sell |
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|
2020
Q4 | $4.89M | Buy |
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|
2020
Q3 | $4.11M | Sell |
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|
2020
Q2 | $3.96M | Sell |
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|
2020
Q1 | $3.56M | Sell |
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|
2019
Q4 | $6.74M | Buy |
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|
2019
Q3 | $4.31M | Sell |
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|
2019
Q2 | $4.45M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.84M | Buy |
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|
2018
Q3 | $1.83M | Buy |
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|
2018
Q2 | $881K | Sell |
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|
2018
Q1 | $898K | Sell |
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|
2017
Q4 | $1.57M | Buy |
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|
2017
Q3 | $1.3M | Buy |
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