Dakota 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 | $6.21M | Sell |
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|
2025
Q1 | $6.36M | Sell |
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|
2024
Q4 | $6.25M | Buy |
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|
2024
Q3 | $6.35M | Sell |
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|
2024
Q2 | $6.17M | Sell |
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|
2024
Q1 | $16.4M | Buy |
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|
2023
Q4 | $15M | Buy |
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|
2023
Q3 | $13.3M | Sell |
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|
2023
Q2 | $14M | Buy |
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|
2023
Q1 | $13.4M | Sell |
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|
2022
Q4 | $22M | Buy |
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|
2022
Q3 | $18M | Buy |
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|
2022
Q2 | $11.1M | Buy |
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|
2022
Q1 | $8.51M | Buy |
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|
2021
Q4 | $8.5M | Buy |
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|
2021
Q3 | $7.33M | Buy |
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|
2021
Q2 | $7.2M | Buy |
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|
2021
Q1 | $5.75M | Buy |
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|
2020
Q4 | $3.47M | Sell |
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|
2020
Q3 | $6.1M | Buy |
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|
2020
Q2 | $5.38M | Buy |
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|
2020
Q1 | $4.56M | Buy |
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|
2019
Q4 | $5.17M | Buy |
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|
2019
Q3 | $4.79M | Buy |
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|
2019
Q2 | $3.42M | Buy |
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|
2019
Q1 | $2.63M | Buy |
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|
2018
Q4 | $292K | Hold |
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|
2018
Q3 | $292K | Buy |
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