Bryant Woods Investment 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
Q2 | $788K | Sell |
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|
2025
Q1 | $791K | Sell |
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|
2024
Q4 | $769K | Sell |
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|
2024
Q3 | $803K | Sell |
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|
2024
Q2 | $906K | Buy |
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|
2024
Q1 | $738K | Sell |
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|
2023
Q4 | $893K | Sell |
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|
2023
Q3 | $906K | Sell |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.37M | Sell |
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|
2022
Q4 | $1.75M | Sell |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.82M | Sell |
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|
2022
Q1 | $2.26M | Sell |
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|
2021
Q4 | $3.37M | Buy |
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