Boston Trust Walden’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
2,767
| – | – | ﹤0.01% | 354 |
|
|
2025
Q1 | $259K | Hold |
2,767
| – | – | ﹤0.01% | 356 |
|
|
2024
Q4 | $246K | Hold |
2,767
| – | – | ﹤0.01% | 359 |
|
|
2024
Q3 | $253K | Hold |
2,767
| – | – | ﹤0.01% | 356 |
|
|
2024
Q2 | $232K | Hold |
2,767
| – | – | ﹤0.01% | 363 |
|
|
2024
Q1 | $231K | Hold |
2,767
| – | – | ﹤0.01% | 359 |
|
|
2023
Q4 | $216K | Hold |
2,767
| – | – | ﹤0.01% | 362 |
|
|
2023
Q3 | $200K | Hold |
2,767
| – | – | ﹤0.01% | 358 |
|
|
2023
Q2 | $206K | Buy |
+2,767
| New | +$206K | ﹤0.01% | 363 |
|