Concentrum 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 | $1.29M | Sell |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $986K | Buy |
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|
2024
Q2 | $894K | Sell |
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|
2024
Q1 | $1.03M | Hold |
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|
2023
Q4 | $960K | Sell |
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|
2023
Q3 | $905K | Hold |
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|
2023
Q2 | $929K | Hold |
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|
2023
Q1 | $909K | Hold |
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|
2022
Q4 | $901K | Buy |
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|
2022
Q3 | $718K | Hold |
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|
2022
Q2 | $762K | Buy |
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|
2022
Q1 | $823K | Sell |
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|
2021
Q4 | $6.98M | Buy |
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|
2021
Q3 | $6.16M | Buy |
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|
2021
Q2 | $5.61M | Buy |
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|
2021
Q1 | $5M | Buy |
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|
2020
Q4 | $4.77M | Buy |
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|
2020
Q3 | $4.14M | Buy |
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|
2020
Q2 | $3.39M | Buy |
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|
2020
Q1 | $2.7M | Sell |
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|
2019
Q4 | $3.51M | Buy |
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|
2019
Q3 | $3.1M | Buy |
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|
2019
Q2 | $2.53M | Buy |
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|
2019
Q1 | $1.95M | Buy |
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|
2018
Q4 | $1.13M | Buy |
|