Continuum Advisory’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
Q3 | $254K | Buy |
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|
2025
Q2 | $220K | Buy |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $203K | Sell |
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|
2024
Q3 | $212K | Buy |
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|
2024
Q2 | $191K | Buy |
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|
2024
Q1 | $184K | Sell |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $892K | Buy |
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|
2023
Q2 | $706K | Sell |
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|
2023
Q1 | $700K | Buy |
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|
2022
Q4 | $670K | Sell |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $668K | Sell |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $536K | Buy |
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|
2021
Q3 | $437K | Buy |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | $367K | Sell |
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|
2020
Q4 | $391K | Buy |
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|
2020
Q3 | $369K | Buy |
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|
2020
Q2 | $303K | Sell |
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|
2020
Q1 | $399K | Buy |
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|
2019
Q4 | $504K | Hold |
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|
2019
Q3 | $488K | Buy |
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|
2019
Q2 | $345K | Buy |
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