BFSG LLC’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 | $40.2K | Hold |
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|
2025
Q2 | $39.7K | Hold |
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2025
Q1 | $39.6K | Hold |
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|
2024
Q4 | $37.6K | Hold |
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|
2024
Q3 | $38.6K | Buy |
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|
2024
Q2 | $16.4K | Sell |
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|
2024
Q1 | $96.1K | Sell |
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|
2023
Q4 | $134K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $461K | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $1.46M | Sell |
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|
2022
Q2 | $1.66M | Sell |
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|
2022
Q1 | $2.14M | Sell |
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|
2021
Q4 | $2.43M | Buy |
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|
2021
Q3 | $2.13M | Sell |
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|
2021
Q2 | $2.37M | Sell |
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|
2021
Q1 | $2.82M | Sell |
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|
2020
Q4 | $4.56M | Sell |
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|
2020
Q3 | $4.29M | Sell |
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|
2020
Q2 | $4.19M | Buy |
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|
2020
Q1 | $3.68M | Buy |
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|
2019
Q4 | $4.37M | Buy |
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|
2019
Q3 | $3.53M | Buy |
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|
2019
Q2 | $1.6M | Buy |
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