Donor Advised Charitable Giving’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.03M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.28M | Hold |
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|
2021
Q2 | $1.29M | Buy |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.22M | Sell |
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|
2020
Q3 | $2.12M | Sell |
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|
2020
Q2 | $2.02M | Buy |
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|
2020
Q1 | $1.6M | Hold |
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|
2019
Q4 | $1.95M | Buy |
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|
2019
Q3 | $1.89M | Buy |
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|
2019
Q2 | $1.73M | Buy |
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|
2019
Q1 | $1.64M | Buy |
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