Donaldson Capital 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 | $286K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $453K | Hold |
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|
2023
Q3 | $421K | Sell |
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|
2023
Q2 | $558K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $253K | Sell |
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|
2016
Q3 | $262K | Sell |
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|
2016
Q2 | $367K | Buy |
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|
2016
Q1 | $326K | Sell |
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|
2015
Q4 | $368K | Buy |
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|
2015
Q3 | $288K | Buy |
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|
2015
Q2 | $242K | Buy |
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