Benjamin Edwards Inc’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
Q3 | $1.85M | Buy |
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|
2025
Q2 | $1.74M | Buy |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $897K | Buy |
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|
2024
Q3 | $784K | Buy |
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|
2024
Q2 | $180K | Sell |
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|
2024
Q1 | $186K | Buy |
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|
2023
Q4 | $165K | Sell |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $1.48M | Buy |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.33M | Sell |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $1.64M | Sell |
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|
2021
Q4 | $1.76M | Buy |
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|
2021
Q3 | $1.59M | Buy |
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|
2021
Q2 | $1.58M | Buy |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $1.34M | Buy |
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|
2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.19M | Sell |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $1.05M | Sell |
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|
2019
Q2 | $1.06M | Buy |
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