Defined 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
Q3
$3.27M Sell
2025
Q2
$3.23M Buy
2025
Q1
$3.2M Sell
2024
Q4
$3.12M Sell
2024
Q3
$3.22M Buy
2024
Q2
$2.96M Sell
2024
Q1
$2.99M Sell
2023
Q4
$2.79M Buy
2023
Q3
$2.55M Buy
2023
Q2
$2.57M Sell
2023
Q1
$2.53M Sell
2022
Q4
$3.77M Buy
2022
Q3
$2.56M Buy
2022
Q2
$2.67M Sell
2022
Q1
$3.02M Sell
2021
Q4
$3.54M Sell
2021
Q3
$3.72M Sell
2021
Q2
$3.79M Sell
2021
Q1
$3.58M Sell
2020
Q4
$4.03M Buy