Berkeley 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
Q2 | $494K | Sell |
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|
2025
Q1 | $510K | Sell |
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|
2024
Q4 | $587K | Sell |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $554K | Sell |
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|
2024
Q1 | $665K | Buy |
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|
2023
Q4 | $583K | Sell |
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|
2023
Q3 | $644K | Hold |
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|
2023
Q2 | $661K | Sell |
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|
2023
Q1 | $658K | Buy |
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|
2022
Q4 | $651K | Buy |
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|
2022
Q3 | $596K | Sell |
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|
2022
Q2 | $646K | Sell |
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|
2022
Q1 | $1.64M | Sell |
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|
2021
Q4 | $2.93M | Sell |
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|
2021
Q3 | $2.73M | Sell |
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|
2021
Q2 | $2.75M | Sell |
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|
2021
Q1 | $2.62M | Sell |
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|
2020
Q4 | $2.62M | Buy |
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