Blue Zone Wealth Advisors’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 | $388K | Buy |
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|
2025
Q2 | $379K | Buy |
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|
2025
Q1 | $365K | Buy |
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|
2024
Q4 | $342K | Buy |
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|
2024
Q3 | $345K | Buy |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $294K | Buy |
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|
2023
Q4 | $269K | Buy |
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|
2023
Q3 | $247K | Buy |
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|
2023
Q2 | $237K | Buy |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q4 | $222K | Sell |
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|
2021
Q3 | $206K | Buy |
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|
2021
Q2 | $206K | Buy |
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