Diversified Trust’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 | $2.26M | Hold |
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|
2025
Q2 | $2.23M | Hold |
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2025
Q1 | $2.23M | Hold |
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|
2024
Q4 | $2.11M | Hold |
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|
2024
Q3 | $2.17M | Hold |
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|
2024
Q2 | $2M | Hold |
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|
2024
Q1 | $1.99M | Sell |
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|
2023
Q4 | $1.89M | Sell |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.24M | Hold |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $392K | Hold |
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|
2022
Q1 | $434K | Sell |
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|
2021
Q4 | $645K | Buy |
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