Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.73M | Sell |
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|
2023
Q4 | $2.39M | Buy |
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|
2023
Q3 | $612K | Sell |
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|
2023
Q2 | $651K | Buy |
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|
2023
Q1 | $597K | Hold |
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|
2022
Q4 | $597K | Buy |
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|
2022
Q3 | $498K | Buy |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $359K | Buy |
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|
2021
Q3 | $324K | Buy |
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|
2021
Q2 | $288K | Buy |
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|
2021
Q1 | $268K | Sell |
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|
2020
Q4 | $372K | Buy |
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|
2020
Q3 | $274K | Sell |
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|
2020
Q2 | $281K | Sell |
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|
2020
Q1 | $501K | Buy |
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|
2019
Q4 | $360K | Sell |
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|
2019
Q3 | $427K | Buy |
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|
2019
Q2 | $380K | Buy |
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|
2019
Q1 | $294K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $206K | Buy |
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