Centric Wealth Management’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 | $1.5M | Buy |
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|
2025
Q1 | $1.51M | Buy |
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|
2024
Q4 | $1.43M | Buy |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $1.09M | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.23M | Sell |
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|
2020
Q4 | $1.28M | Sell |
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|
2020
Q3 | $1.41M | Buy |
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $1.41M | Buy |
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|
2019
Q4 | $1.47M | Sell |
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|
2019
Q3 | $1.41M | Buy |
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|
2019
Q2 | $1.36M | Sell |
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|
2019
Q1 | $1.44M | Sell |
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|
2018
Q4 | $1.33M | Buy |
|