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