Black Diamond Financial’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 | $1.82M | Buy |
|
|||||
|
2025
Q1 | $1.82M | Sell |
|
|||||
|
2024
Q4 | $1.81M | Hold |
|
|||||
|
2024
Q3 | $1.86M | Hold |
|
|||||
|
2024
Q2 | $1.71M | Buy |
|
|||||
|
2024
Q1 | $1.52M | Hold |
|
|||||
|
2023
Q4 | $1.52M | Hold |
|
|||||
|
2023
Q3 | $1.41M | Sell |
|
|||||
|
2023
Q2 | $1.46M | Sell |
|
|||||
|
2023
Q1 | $1.44M | Hold |
|
|||||
|
2022
Q4 | $1.43M | Hold |
|
|||||
|
2022
Q3 | $1.31M | Hold |
|
|||||
|
2022
Q2 | $1.39M | Hold |
|
|||||
|
2022
Q1 | $1.54M | Sell |
|
|||||
|
2021
Q4 | $1.77M | Buy |
|
|||||
|
2021
Q3 | $1.39M | Sell |
|
|||||
|
2021
Q2 | $1.61M | Hold |
|
|||||
|
2021
Q1 | $1.51M | Hold |
|
|||||
|
2020
Q4 | $1.48M | Buy |
|
|||||
|
2020
Q3 | $1.38M | Sell |
|
|||||
|
2020
Q2 | $1.33M | Sell |
|
|||||
|
2020
Q1 | $1.21M | Sell |
|
|||||
|
2019
Q4 | $1.55M | Buy |
|
|||||
|
2019
Q3 | $1.39M | Buy |
|
|||||
|
2019
Q2 | $1.32M | Sell |
|
|||||
|
2019
Q1 | $1.32M | Hold |
|
|||||
|
2018
Q4 | $1.17M | Buy |
|