Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $2.71M | Sell |
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2024
Q3 | $2.79M | Sell |
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|
2024
Q2 | $2.67M | Sell |
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|
2024
Q1 | $3.1M | Sell |
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|
2023
Q4 | $3.99M | Sell |
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|
2023
Q3 | $5.86M | Sell |
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|
2023
Q2 | $7.07M | Buy |
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|
2023
Q1 | $6.67M | Buy |
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|
2022
Q4 | $5.85M | Sell |
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|
2022
Q3 | $5.5M | Buy |
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|
2022
Q2 | $5.05M | Sell |
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|
2022
Q1 | $5.77M | Sell |
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|
2021
Q4 | $7.37M | Buy |
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|
2021
Q3 | $4.25M | Sell |
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|
2021
Q2 | $4.28M | Sell |
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|
2021
Q1 | $5.32M | Sell |
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|
2020
Q4 | $12.9M | Sell |
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|
2020
Q3 | $12.8M | Sell |
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|
2020
Q2 | $14.8M | Sell |
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|
2020
Q1 | $14.8M | Sell |
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|
2019
Q4 | $19.9M | Buy |
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|
2019
Q3 | $11.6M | Sell |
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|
2019
Q2 | $18.1M | Buy |
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|
2019
Q1 | $16M | Buy |
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|
2018
Q4 | $7.41M | Buy |
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|
2018
Q3 | $3.38M | Buy |
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