Destination 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 | $385K | Buy |
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2025
Q1 | $376K | Buy |
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|
2024
Q4 | $343K | Buy |
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|
2024
Q3 | $321K | Sell |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $290K | Hold |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $414K | Buy |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $229K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $26K | Buy |
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