Brown, Lisle/Cummings’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 | $96.5K | Hold |
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|
2025
Q2 | $95.2K | Hold |
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2025
Q1 | $95K | Hold |
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|
2024
Q4 | $90K | Hold |
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|
2024
Q3 | $92.6K | Sell |
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|
2024
Q2 | $86.3K | Hold |
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|
2024
Q1 | $85.9K | Hold |
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|
2023
Q4 | $80.2K | Hold |
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|
2023
Q3 | $74.4K | Hold |
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|
2023
Q2 | $76.4K | Hold |
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|
2023
Q1 | $74.8K | Hold |
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|
2022
Q4 | $74.1K | Hold |
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|
2022
Q3 | $68K | Hold |
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|
2022
Q2 | $72.2K | Hold |
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|
2022
Q1 | $79.7K | Hold |
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|
2021
Q4 | $83.2K | Buy |
|