Concord Asset Management (Virginia)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Concord Asset Management (Virginia)’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$551K	Buy
2025 Q1	$232K	Hold
2024 Q4	$228K	Hold
2024 Q3	$234K	Hold
2024 Q2	$215K	Hold
2024 Q1	$214K	Hold
2023 Q4	$200K	Buy
2023 Q3	–	Sell
2023 Q2	$228K	Buy
2023 Q1	–	Sell
2022 Q4	$499K	Buy